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 | $84,995 | $165,335-48.6% | $149,696-43.2% | $158,922-46.5% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 18.03% | 348.15%-330.1pp | 276.60%-258.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,894 | $5,103-62.9% | $4,644-59.2% | $4,761-60.2% |
| Participant deferral / active EE | $7,226 | $7,181+0.6% | $6,842+5.6% | $5,982+20.8% |
| Admin fee / account holder | $500 | $10,807-95.4% | $9,309-94.6% | $11,246-95.6% |