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 | $83,563 | $198,466-57.9% | $170,442-51.0% | $147,584-43.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 10.60% | 257.29%-246.7pp | 205.93%-195.3pp | 578.55%-567.9pp |
| Employer contribution / active EE | $2,356 | $6,184-61.9% | $5,433-56.6% | $4,876-51.7% |
| Participant deferral / active EE | $8,033 | $5,629+42.7% | $4,939+62.6% | $5,439+47.7% |
| Admin fee / account holder | $6,957 | $16,852-58.7% | $13,880-49.9% | $10,885-36.1% |