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 | $91,666 | $176,056-47.9% | $159,436-42.5% | $167,490-45.3% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 10.73% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,747 | $5,297-48.1% | $4,829-43.1% | $4,837-43.2% |
| Participant deferral / active EE | $2,873 | $7,750-62.9% | $7,352-60.9% | $6,341-54.7% |
| Admin fee / account holder | $969 | $12,554-92.3% | $10,799-91.0% | $12,309-92.1% |