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 | $104,894 | $176,056-40.4% | $159,436-34.2% | $167,490-37.4% |
| Participation rate | 82.6% | 84.9%-2.3pp | 82.8%-0.2pp | 82.1%+0.5pp |
| Annual return | 17.60% | 331.75%-314.1pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $2,637 | $5,297-50.2% | $4,829-45.4% | $4,837-45.5% |
| Participant deferral / active EE | $4,335 | $7,750-44.1% | $7,352-41.0% | $6,341-31.6% |
| Admin fee / account holder | $1,685 | $12,554-86.6% | $10,799-84.4% | $12,309-86.3% |