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 | $56,934 | $107,334-47.0% | $92,893-38.7% | $152,861-62.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 29.11% | 145.58%-116.5pp | 109.41%-80.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $10,500 | $4,221+148.8% | $3,653+187.5% | $4,762+120.5% |
| Participant deferral / active EE | $4,044 | $4,845-16.5% | $4,236-4.5% | $5,850-30.9% |
| Admin fee / account holder | $965 | $7,079-86.4% | $5,794-83.3% | $11,596-91.7% |