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 | $95,715 | $135,635-29.4% | $110,238-13.2% | $135,375-29.3% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | 2.33% | 513.19%-510.9pp | 314.74%-312.4pp | 519.73%-517.4pp |
| Employer contribution / active EE | $1,451 | $4,906-70.4% | $3,826-62.1% | $4,779-69.6% |
| Participant deferral / active EE | $4,468 | $5,506-18.9% | $4,672-4.4% | $5,609-20.3% |
| Admin fee / account holder | $27,298 | $11,457+138.3% | $8,547+219.4% | $10,827+152.1% |