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 | $102,241 | $165,335-38.2% | $149,696-31.7% | $158,922-35.7% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 57.82% | 348.15%-290.3pp | 276.60%-218.8pp | 302.83%-245.0pp |
| Employer contribution / active EE | $11,391 | $5,103+123.2% | $4,644+145.3% | $4,761+139.2% |
| Participant deferral / active EE | $6,063 | $7,181-15.6% | $6,842-11.4% | $5,982+1.3% |
| Admin fee / account holder | $7,819 | $10,807-27.6% | $9,309-16.0% | $11,246-30.5% |