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 | $87,362 | $165,335-47.2% | $149,696-41.6% | $158,922-45.0% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 17.86% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,770 | $5,103-65.3% | $4,644-61.9% | $4,761-62.8% |
| Participant deferral / active EE | $5,411 | $7,181-24.7% | $6,842-20.9% | $5,982-9.6% |
| Admin fee / account holder | $2,240 | $10,807-79.3% | $9,309-75.9% | $11,246-80.1% |