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 | $77,222 | $176,056-56.1% | $159,436-51.6% | $167,490-53.9% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.03% | 331.75%-316.7pp | 263.57%-248.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,851 | $5,297-46.2% | $4,829-41.0% | $4,837-41.1% |
| Participant deferral / active EE | $4,795 | $7,750-38.1% | $7,352-34.8% | $6,341-24.4% |
| Admin fee / account holder | $6,449 | $12,554-48.6% | $10,799-40.3% | $12,309-47.6% |