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 | $130,269 | $198,466-34.4% | $170,442-23.6% | $147,584-11.7% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 19.45% | 257.29%-237.8pp | 205.93%-186.5pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,069 | $6,184-66.5% | $5,433-61.9% | $4,876-57.6% |
| Participant deferral / active EE | $6,553 | $5,629+16.4% | $4,939+32.7% | $5,439+20.5% |
| Admin fee / account holder | $581 | $16,852-96.6% | $13,880-95.8% | $10,885-94.7% |