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 | $61,767 | $226,064-72.7% | $182,532-66.2% | $152,861-59.6% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 19.60% | 192.51%-172.9pp | 148.54%-128.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,681 | $4,978-66.2% | $4,076-58.8% | $4,762-64.7% |
| Participant deferral / active EE | $2,185 | $6,368-65.7% | $5,524-60.5% | $5,850-62.7% |
| Admin fee / account holder | $2,231 | $10,703-79.2% | $8,592-74.0% | $11,596-80.8% |