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 | $60,124 | $228,332-73.7% | $185,823-67.6% | $158,922-62.2% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 14.37% | 40.80%-26.4pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,084 | $4,967-58.0% | $4,087-49.0% | $4,761-56.2% |
| Participant deferral / active EE | $4,840 | $6,415-24.5% | $5,632-14.1% | $5,982-19.1% |
| Admin fee / account holder | $2,600 | $11,864-78.1% | $9,500-72.6% | $11,246-76.9% |