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 | $53,529 | $121,625-56.0% | $104,607-48.8% | $158,922-66.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 6.28% | 465.26%-459.0pp | 340.46%-334.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $769 | $3,163-75.7% | $2,681-71.3% | $4,761-83.8% |
| Participant deferral / active EE | $1,317 | $4,177-68.5% | $3,740-64.8% | $5,982-78.0% |
| Admin fee / account holder | $4,766 | $7,787-38.8% | $6,473-26.4% | $11,246-57.6% |