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 | $130,391 | $183,519-28.9% | $155,509-16.2% | $145,922-10.6% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.72% | 61.17%-50.4pp | 64.67%-53.9pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,780 | $5,313-47.7% | $4,672-40.5% | $4,660-40.3% |
| Participant deferral / active EE | $5,261 | $6,462-18.6% | $5,626-6.5% | $6,688-21.3% |
| Admin fee / account holder | $1,614 | $19,313-91.6% | $15,912-89.9% | $13,397-88.0% |