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 | $74,234 | $159,934-53.6% | $147,005-49.5% | $145,959-49.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 19.22% | 98.24%-79.0pp | 418.76%-399.5pp | 561.95%-542.7pp |
| Employer contribution / active EE | $5,261 | $5,287-0.5% | $4,934+6.6% | $4,661+12.9% |
| Participant deferral / active EE | $10,703 | $8,427+27.0% | $8,070+32.6% | $6,689+60.0% |
| Admin fee / account holder | $454 | $15,053-97.0% | $13,006-96.5% | $13,398-96.6% |