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 | $129,282 | $183,963-29.7% | $162,163-20.3% | $152,861-15.4% |
| Participation rate | 78.6% | 88.5%-9.9pp | 87.6%-9.0pp | 82.4%-3.9pp |
| Annual return | 28.44% | 150.76%-122.3pp | 115.59%-87.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,562 | $6,371-59.8% | $5,614-54.4% | $4,762-46.2% |
| Participant deferral / active EE | $3,283 | $8,034-59.1% | $7,298-55.0% | $5,850-43.9% |
| Admin fee / account holder | $2,096 | $13,121-84.0% | $10,843-80.7% | $11,596-81.9% |