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 | $119,847 | $183,963-34.9% | $162,163-26.1% | $152,861-21.6% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.6%-10.6pp | 82.4%-5.5pp |
| Annual return | 37.33% | 150.76%-113.4pp | 115.59%-78.3pp | 345.32%-308.0pp |
| Employer contribution / active EE | $4,525 | $6,371-29.0% | $5,614-19.4% | $4,762-5.0% |
| Participant deferral / active EE | $6,913 | $8,034-14.0% | $7,298-5.3% | $5,850+18.2% |
| Admin fee / account holder | $4,714 | $13,121-64.1% | $10,843-56.5% | $11,596-59.4% |