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 | $52,800 | $138,065-61.8% | $123,544-57.3% | $135,375-61.0% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | 3.67% | 153.68%-150.0pp | 119.20%-115.5pp | 519.73%-516.1pp |
| Employer contribution / active EE | $3,093 | $5,151-40.0% | $4,628-33.2% | $4,779-35.3% |
| Participant deferral / active EE | $6,989 | $6,799+2.8% | $6,426+8.8% | $5,609+24.6% |
| Admin fee / account holder | $1,588 | $10,916-85.5% | $9,284-82.9% | $10,827-85.3% |