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 | $38,585 | $183,963-79.0% | $162,163-76.2% | $152,861-74.8% |
| Participation rate | 72.7% | 88.5%-15.8pp | 87.6%-14.8pp | 82.4%-9.7pp |
| Annual return | 24.85% | 150.76%-125.9pp | 115.59%-90.7pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,041 | $6,371-52.3% | $5,614-45.8% | $4,762-36.1% |
| Participant deferral / active EE | $7,141 | $8,034-11.1% | $7,298-2.2% | $5,850+22.1% |
| Admin fee / account holder | $3,814 | $13,121-70.9% | $10,843-64.8% | $11,596-67.1% |