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 | $134,950 | $217,402-37.9% | $185,823-27.4% | $167,490-19.4% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 30.32% | 148.36%-118.0pp | 122.05%-91.7pp | 478.56%-448.2pp |
| Employer contribution / active EE | $2,824 | $5,873-51.9% | $5,167-45.3% | $4,837-41.6% |
| Participant deferral / active EE | $8,790 | $6,356+38.3% | $5,568+57.9% | $6,341+38.6% |
| Admin fee / account holder | $3,121 | $19,811-84.2% | $16,237-80.8% | $12,309-74.6% |