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 | $65,023 | $165,335-60.7% | $149,696-56.6% | $158,922-59.1% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 10.89% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $2,967 | $5,103-41.9% | $4,644-36.1% | $4,761-37.7% |
| Participant deferral / active EE | $5,284 | $7,181-26.4% | $6,842-22.8% | $5,982-11.7% |
| Admin fee / account holder | $542 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |