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 | $94,280 | $165,335-43.0% | $149,696-37.0% | $158,922-40.7% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 10.97% | 348.15%-337.2pp | 276.60%-265.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,158 | $5,103-57.7% | $4,644-53.5% | $4,761-54.7% |
| Participant deferral / active EE | $4,933 | $7,181-31.3% | $6,842-27.9% | $5,982-17.5% |
| Admin fee / account holder | $3,063 | $10,807-71.7% | $9,309-67.1% | $11,246-72.8% |