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 | $92,789 | $198,466-53.2% | $170,442-45.6% | $147,584-37.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 15.24% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,749 | $6,184-71.7% | $5,433-67.8% | $4,876-64.1% |
| Participant deferral / active EE | $4,371 | $5,629-22.4% | $4,939-11.5% | $5,439-19.6% |
| Admin fee / account holder | $1,136 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |