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 | $112,271 | $97,757+14.8% | $83,848+33.9% | $135,375-17.1% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | 1.48% | 1287.37%-1285.9pp | 850.88%-849.4pp | 519.73%-518.2pp |
| Employer contribution / active EE | $2,788 | $4,222-34.0% | $3,631-23.2% | $4,779-41.7% |
| Participant deferral / active EE | $7,130 | $4,682+52.3% | $4,082+74.7% | $5,609+27.1% |
| Admin fee / account holder | $2,497 | $6,674-62.6% | $5,478-54.4% | $10,827-76.9% |