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 5-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 | $68,339 | $202,432-66.2% | $169,368-59.7% | $139,434-51.0% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 25.87% | 531.74%-505.9pp | 405.60%-379.7pp | 372.94%-347.1pp |
| Employer contribution / active EE | $10,001 | $4,692+113.1% | $4,013+149.2% | $4,751+110.5% |
| Participant deferral / active EE | $12,151 | $6,938+75.1% | $6,221+95.3% | $6,710+81.1% |
| Admin fee / account holder | $1,171 | $10,708-89.1% | $9,003-87.0% | $11,403-89.7% |