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 | $76,588 | $133,922-42.8% | $116,228-34.1% | $142,382-46.2% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 12.13% | 147.76%-135.6pp | 90.06%-77.9pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,666 | $3,446-51.6% | $2,994-44.4% | $4,299-61.2% |
| Participant deferral / active EE | $3,619 | $5,672-36.2% | $4,953-26.9% | $6,507-44.4% |
| Admin fee / account holder | $5,243 | $14,945-64.9% | $11,989-56.3% | $12,624-58.5% |