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 | $79,461 | $209,411-62.1% | $178,490-55.5% | $158,922-50.0% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 9.38% | 188.75%-179.4pp | 151.07%-141.7pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,017 | $5,706-64.6% | $5,011-59.7% | $4,761-57.6% |
| Participant deferral / active EE | $3,013 | $5,954-49.4% | $5,202-42.1% | $5,982-49.6% |
| Admin fee / account holder | $6,884 | $17,074-59.7% | $13,984-50.8% | $11,246-38.8% |