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 | $97,615 | $144,119-32.3% | $117,854-17.2% | $147,584-33.9% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 20.16% | 531.15%-511.0pp | 335.08%-314.9pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,535 | $4,896-48.2% | $3,786-33.0% | $4,876-48.0% |
| Participant deferral / active EE | $5,078 | $5,316-4.5% | $4,482+13.3% | $5,439-6.6% |
| Admin fee / account holder | $10,392 | $10,886-4.5% | $8,020+29.6% | $10,885-4.5% |