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 | $53,848 | $72,071-25.3% | $68,368-21.2% | $137,256-60.8% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 20.83% | 353.14%-332.3pp | 292.57%-271.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,524 | $2,788-9.5% | $2,649-4.7% | $4,156-39.3% |
| Participant deferral / active EE | $2,769 | $4,410-37.2% | $4,123-32.8% | $6,407-56.8% |
| Admin fee / account holder | $2,275 | $5,336-57.4% | $5,150-55.8% | $12,270-81.5% |