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 | $50,429 | $165,335-69.5% | $149,696-66.3% | $158,922-68.3% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 19.18% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,461 | $5,103-71.4% | $4,644-68.5% | $4,761-69.3% |
| Participant deferral / active EE | $4,905 | $7,181-31.7% | $6,842-28.3% | $5,982-18.0% |
| Admin fee / account holder | $1,413 | $10,807-86.9% | $9,309-84.8% | $11,246-87.4% |