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 | $79,187 | $217,402-63.6% | $185,823-57.4% | $167,490-52.7% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 18.25% | 148.36%-130.1pp | 122.05%-103.8pp | 478.56%-460.3pp |
| Employer contribution / active EE | $3,322 | $5,873-43.4% | $5,167-35.7% | $4,837-31.3% |
| Participant deferral / active EE | $3,371 | $6,356-47.0% | $5,568-39.5% | $6,341-46.8% |
| Admin fee / account holder | $1,308 | $19,811-93.4% | $16,237-91.9% | $12,309-89.4% |