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 | $138,903 | $209,411-33.7% | $178,490-22.2% | $158,922-12.6% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 24.56% | 188.75%-164.2pp | 151.07%-126.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $8,407 | $5,706+47.3% | $5,011+67.8% | $4,761+76.6% |
| Participant deferral / active EE | $5,621 | $5,954-5.6% | $5,202+8.1% | $5,982-6.0% |
| Admin fee / account holder | $3,786 | $17,074-77.8% | $13,984-72.9% | $11,246-66.3% |