See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,571 | $176,056-57.1% | $159,436-52.6% | $167,490-54.9% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 30.04% | 331.75%-301.7pp | 263.57%-233.5pp | 478.56%-448.5pp |
| Employer contribution / active EE | $3,164 | $5,297-40.3% | $4,829-34.5% | $4,837-34.6% |
| Participant deferral / active EE | $8,346 | $7,750+7.7% | $7,352+13.5% | $6,341+31.6% |
| Admin fee / account holder | $8,363 | $12,554-33.4% | $10,799-22.6% | $12,309-32.1% |