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 | $187,217 | $121,625+53.9% | $104,607+79.0% | $158,922+17.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 8.89% | 465.26%-456.4pp | 340.46%-331.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,947 | $3,163-38.4% | $2,681-27.4% | $4,761-59.1% |
| Participant deferral / active EE | $3,883 | $4,177-7.1% | $3,740+3.8% | $5,982-35.1% |
| Admin fee / account holder | $2,000 | $7,787-74.3% | $6,473-69.1% | $11,246-82.2% |