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 | $105,824 | $144,119-26.6% | $117,854-10.2% | $147,584-28.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 16.63% | 531.15%-514.5pp | 335.08%-318.4pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,078 | $4,896-57.6% | $3,786-45.1% | $4,876-57.4% |
| Participant deferral / active EE | $5,690 | $5,316+7.0% | $4,482+27.0% | $5,439+4.6% |
| Admin fee / account holder | $3,889 | $10,886-64.3% | $8,020-51.5% | $10,885-64.3% |