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 | $46,424 | $183,963-74.8% | $162,163-71.4% | $152,861-69.6% |
| Participation rate | 77.8% | 88.5%-10.7pp | 87.6%-9.8pp | 82.4%-4.7pp |
| Annual return | 22.45% | 150.76%-128.3pp | 115.59%-93.1pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,076 | $6,371-67.4% | $5,614-63.0% | $4,762-56.4% |
| Participant deferral / active EE | $6,083 | $8,034-24.3% | $7,298-16.6% | $5,850+4.0% |
| Admin fee / account holder | $5,505 | $13,121-58.0% | $10,843-49.2% | $11,596-52.5% |