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 | $84,255 | $209,411-59.8% | $178,490-52.8% | $158,922-47.0% |
| Participation rate | 87.5% | 86.3%+1.2pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.60% | 188.75%-174.1pp | 151.07%-136.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,374 | $5,706-58.4% | $5,011-52.6% | $4,761-50.1% |
| Participant deferral / active EE | $4,978 | $5,954-16.4% | $5,202-4.3% | $5,982-16.8% |
| Admin fee / account holder | $5,089 | $17,074-70.2% | $13,984-63.6% | $11,246-54.7% |