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 | $79,243 | $107,334-26.2% | $92,893-14.7% | $152,861-48.2% |
| Participation rate | 72.7% | 79.8%-7.1pp | 76.0%-3.3pp | 82.4%-9.7pp |
| Annual return | 102.60% | 145.58%-43.0pp | 109.41%-6.8pp | 345.32%-242.7pp |
| Employer contribution / active EE | $2,551 | $4,221-39.6% | $3,653-30.2% | $4,762-46.4% |
| Participant deferral / active EE | $5,231 | $4,845+8.0% | $4,236+23.5% | $5,850-10.6% |
| Admin fee / account holder | $2,205 | $7,079-68.9% | $5,794-61.9% | $11,596-81.0% |