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 | $72,432 | $107,334-32.5% | $92,893-22.0% | $152,861-52.6% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 15.44% | 145.58%-130.1pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,444 | $4,221-65.8% | $3,653-60.5% | $4,762-69.7% |
| Participant deferral / active EE | $2,953 | $4,845-39.0% | $4,236-30.3% | $5,850-49.5% |
| Admin fee / account holder | $6,461 | $7,079-8.7% | $5,794+11.5% | $11,596-44.3% |