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 | $63,058 | $114,381-44.9% | $107,525-41.4% | $142,382-55.7% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 15.52% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,300 | $4,015-42.7% | $3,754-38.7% | $4,299-46.5% |
| Participant deferral / active EE | $6,440 | $5,564+15.7% | $5,116+25.9% | $6,507-1.0% |
| Admin fee / account holder | $5,872 | $9,860-40.4% | $8,919-34.2% | $12,624-53.5% |