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 | $55,874 | $209,411-73.3% | $178,490-68.7% | $158,922-64.8% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 10.82% | 188.75%-177.9pp | 151.07%-140.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,873 | $5,706-67.2% | $5,011-62.6% | $4,761-60.7% |
| Participant deferral / active EE | $3,896 | $5,954-34.6% | $5,202-25.1% | $5,982-34.9% |
| Admin fee / account holder | $1,397 | $17,074-91.8% | $13,984-90.0% | $11,246-87.6% |