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 | $89,277 | $176,056-49.3% | $159,436-44.0% | $167,490-46.7% |
| Participation rate | 90.5% | 84.9%+5.5pp | 82.8%+7.7pp | 82.1%+8.4pp |
| Annual return | 38.90% | 331.75%-292.9pp | 263.57%-224.7pp | 478.56%-439.7pp |
| Employer contribution / active EE | $3,861 | $5,297-27.1% | $4,829-20.1% | $4,837-20.2% |
| Participant deferral / active EE | $4,860 | $7,750-37.3% | $7,352-33.9% | $6,341-23.4% |
| Admin fee / account holder | $2,431 | $12,554-80.6% | $10,799-77.5% | $12,309-80.2% |