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 | $113,074 | $176,056-35.8% | $159,436-29.1% | $167,490-32.5% |
| Participation rate | 72.2% | 84.9%-12.7pp | 82.8%-10.6pp | 82.1%-9.9pp |
| Annual return | 16.97% | 331.75%-314.8pp | 263.57%-246.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,637 | $5,297-69.1% | $4,829-66.1% | $4,837-66.2% |
| Participant deferral / active EE | $6,951 | $7,750-10.3% | $7,352-5.5% | $6,341+9.6% |
| Admin fee / account holder | $11,299 | $12,554-10.0% | $10,799+4.6% | $12,309-8.2% |