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 | $71,124 | $228,332-68.9% | $185,823-61.7% | $158,922-55.2% |
| Participation rate | 73.7% | 82.3%-8.6pp | 78.0%-4.3pp | 82.0%-8.3pp |
| Annual return | 16.57% | 40.80%-24.2pp | 35.95%-19.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,939 | $6,415-7.4% | $5,632+5.5% | $5,982-0.7% |
| Admin fee / account holder | $3,403 | $11,864-71.3% | $9,500-64.2% | $11,246-69.7% |