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 | $89,005 | $226,064-60.6% | $182,532-51.2% | $152,861-41.8% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 20.63% | 192.51%-171.9pp | 148.54%-127.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,145 | $4,978-56.9% | $4,076-47.4% | $4,762-55.0% |
| Participant deferral / active EE | $7,668 | $6,368+20.4% | $5,524+38.8% | $5,850+31.1% |
| Admin fee / account holder | $2,294 | $10,703-78.6% | $8,592-73.3% | $11,596-80.2% |