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 | $55,329 | $183,963-69.9% | $162,163-65.9% | $152,861-63.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 15.12% | 150.76%-135.6pp | 115.59%-100.5pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,902 | $6,371-54.4% | $5,614-48.3% | $4,762-39.1% |
| Participant deferral / active EE | $5,749 | $8,034-28.4% | $7,298-21.2% | $5,850-1.7% |
| Admin fee / account holder | $2,095 | $13,121-84.0% | $10,843-80.7% | $11,596-81.9% |