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 | $46,625 | $198,466-76.5% | $170,442-72.6% | $147,584-68.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.91% | 257.29%-243.4pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,034 | $6,184-67.1% | $5,433-62.6% | $4,876-58.3% |
| Participant deferral / active EE | $4,466 | $5,629-20.7% | $4,939-9.6% | $5,439-17.9% |
| Admin fee / account holder | $400 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |