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 | $68,163 | $165,335-58.8% | $149,696-54.5% | $158,922-57.1% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 11.57% | 348.15%-336.6pp | 276.60%-265.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,884 | $5,103-63.1% | $4,644-59.4% | $4,761-60.4% |
| Participant deferral / active EE | $5,252 | $7,181-26.9% | $6,842-23.2% | $5,982-12.2% |
| Admin fee / account holder | $4,111 | $10,807-62.0% | $9,309-55.8% | $11,246-63.4% |