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 | $111,515 | $203,436-45.2% | $152,466-26.9% | $167,490-33.4% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.2%-3.2pp | 82.1%-7.1pp |
| Annual return | 13.79% | 13.80%0pp | 757.33%-743.5pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,949 | $5,220-24.4% | $4,327-8.7% | $4,837-18.4% |
| Participant deferral / active EE | $4,843 | $6,716-27.9% | $5,820-16.8% | $6,341-23.6% |
| Admin fee / account holder | $1,806 | $22,506-92.0% | $15,805-88.6% | $12,309-85.3% |