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 | $66,879 | $180,749-63.0% | $160,784-58.4% | $137,256-51.3% |
| Participation rate | 73.3% | 80.0%-6.6pp | 77.0%-3.6pp | 80.0%-6.6pp |
| Annual return | 13.34% | 2234.46%-2221.1pp | 1803.92%-1790.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $762 | $4,155-81.7% | $3,733-79.6% | $4,156-81.7% |
| Participant deferral / active EE | $8,808 | $6,844+28.7% | $6,293+40.0% | $6,407+37.5% |
| Admin fee / account holder | $1,944 | $10,397-81.3% | $9,717-80.0% | $12,270-84.2% |