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 | $144,885 | $183,963-21.2% | $162,163-10.7% | $152,861-5.2% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 19.30% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,885 | $6,371-39.0% | $5,614-30.8% | $4,762-18.4% |
| Participant deferral / active EE | $11,248 | $8,034+40.0% | $7,298+54.1% | $5,850+92.3% |
| Admin fee / account holder | $72,179 | $13,121+450.1% | $10,843+565.7% | $11,596+522.4% |