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 | $84,470 | $107,334-21.3% | $92,893-9.1% | $152,861-44.7% |
| Participation rate | 70.8% | 79.8%-9.0pp | 76.0%-5.2pp | 82.4%-11.6pp |
| Annual return | 24.17% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $829 | $4,221-80.4% | $3,653-77.3% | $4,762-82.6% |
| Participant deferral / active EE | $3,223 | $4,845-33.5% | $4,236-23.9% | $5,850-44.9% |
| Admin fee / account holder | $2,478 | $7,079-65.0% | $5,794-57.2% | $11,596-78.6% |