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 | $51,365 | $135,635-62.1% | $110,238-53.4% | $135,375-62.1% |
| Participation rate | 72.7% | 83.5%-10.7pp | 79.8%-7.1pp | 82.6%-9.9pp |
| Annual return | 8.48% | 513.19%-504.7pp | 314.74%-306.3pp | 519.73%-511.3pp |
| Employer contribution / active EE | $3,278 | $4,906-33.2% | $3,826-14.3% | $4,779-31.4% |
| Participant deferral / active EE | $5,569 | $5,506+1.1% | $4,672+19.2% | $5,609-0.7% |
| Admin fee / account holder | $3,118 | $11,457-72.8% | $8,547-63.5% | $10,827-71.2% |