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 | $81,890 | $209,411-60.9% | $178,490-54.1% | $158,922-48.5% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 14.29% | 188.75%-174.5pp | 151.07%-136.8pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,413 | $5,706-57.7% | $5,011-51.8% | $4,761-49.3% |
| Participant deferral / active EE | $4,520 | $5,954-24.1% | $5,202-13.1% | $5,982-24.4% |
| Admin fee / account holder | $9,228 | $17,074-46.0% | $13,984-34.0% | $11,246-17.9% |