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 | $66,374 | $202,432-67.2% | $169,368-60.8% | $139,434-52.4% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 10.87% | 531.74%-520.9pp | 405.60%-394.7pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,980 | $4,692-57.8% | $4,013-50.7% | $4,751-58.3% |
| Participant deferral / active EE | $5,968 | $6,938-14.0% | $6,221-4.1% | $6,710-11.1% |
| Admin fee / account holder | $6,300 | $10,708-41.2% | $9,003-30.0% | $11,403-44.8% |