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 | $94,143 | $183,963-48.8% | $162,163-41.9% | $152,861-38.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 20.62% | 150.76%-130.1pp | 115.59%-95.0pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,983 | $6,371-68.9% | $5,614-64.7% | $4,762-58.4% |
| Participant deferral / active EE | $7,587 | $8,034-5.6% | $7,298+4.0% | $5,850+29.7% |
| Admin fee / account holder | $356 | $13,121-97.3% | $10,843-96.7% | $11,596-96.9% |