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 | $78,592 | $183,519-57.2% | $155,509-49.5% | $145,922-46.1% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 13.76% | 61.17%-47.4pp | 64.67%-50.9pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,577 | $5,313-32.7% | $4,672-23.4% | $4,660-23.2% |
| Participant deferral / active EE | $4,304 | $6,462-33.4% | $5,626-23.5% | $6,688-35.6% |
| Admin fee / account holder | $1,570 | $19,313-91.9% | $15,912-90.1% | $13,397-88.3% |