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 | $77,426 | $202,432-61.8% | $169,368-54.3% | $139,434-44.5% |
| Participation rate | 81.8% | 81.1%+0.8pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 17.45% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,137 | $4,692-33.2% | $4,013-21.8% | $4,751-34.0% |
| Participant deferral / active EE | $5,976 | $6,938-13.9% | $6,221-3.9% | $6,710-10.9% |
| Admin fee / account holder | $1,732 | $10,708-83.8% | $9,003-80.8% | $11,403-84.8% |