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 | $61,664 | $165,984-62.8% | $164,813-62.6% | $145,922-57.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 24.70% | 100.03%-75.3pp | 69.93%-45.2pp | 561.29%-536.6pp |
| Employer contribution / active EE | $3,590 | $5,273-31.9% | $4,341-17.3% | $4,660-23.0% |
| Participant deferral / active EE | $5,704 | $6,959-18.0% | $6,031-5.4% | $6,688-14.7% |
| Admin fee / account holder | $5,766 | $16,648-65.4% | $12,690-54.6% | $13,397-57.0% |