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 | $108,270 | $226,064-52.1% | $182,532-40.7% | $152,861-29.2% |
| Participation rate | 82.6% | 82.5%+0.2pp | 78.0%+4.6pp | 82.4%+0.2pp |
| Annual return | 24.94% | 192.51%-167.6pp | 148.54%-123.6pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,181 | $4,978-36.1% | $4,076-22.0% | $4,762-33.2% |
| Participant deferral / active EE | $7,849 | $6,368+23.3% | $5,524+42.1% | $5,850+34.2% |
| Admin fee / account holder | $1,793 | $10,703-83.2% | $8,592-79.1% | $11,596-84.5% |