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 | $184,853 | $121,625+52.0% | $104,607+76.7% | $158,922+16.3% |
| Participation rate | 73.3% | 77.5%-4.2pp | 74.1%-0.7pp | 82.0%-8.6pp |
| Annual return | 23.30% | 465.26%-442.0pp | 340.46%-317.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,618 | $3,163-48.9% | $2,681-39.7% | $4,761-66.0% |
| Participant deferral / active EE | $3,312 | $4,177-20.7% | $3,740-11.4% | $5,982-44.6% |
| Admin fee / account holder | $1,200 | $7,787-84.6% | $6,473-81.5% | $11,246-89.3% |