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 | $128,324 | $209,411-38.7% | $178,490-28.1% | $158,922-19.3% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 15.48% | 188.75%-173.3pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,064 | $5,706-63.8% | $5,011-58.8% | $4,761-56.7% |
| Participant deferral / active EE | $4,829 | $5,954-18.9% | $5,202-7.2% | $5,982-19.3% |
| Admin fee / account holder | $3,064 | $17,074-82.1% | $13,984-78.1% | $11,246-72.8% |