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 | $73,241 | $165,335-55.7% | $149,696-51.1% | $158,922-53.9% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 15.36% | 348.15%-332.8pp | 276.60%-261.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,651 | $5,103-67.6% | $4,644-64.4% | $4,761-65.3% |
| Participant deferral / active EE | $6,403 | $7,181-10.8% | $6,842-6.4% | $5,982+7.0% |
| Admin fee / account holder | $3,722 | $10,807-65.6% | $9,309-60.0% | $11,246-66.9% |