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 | $97,230 | $165,335-41.2% | $149,696-35.0% | $158,922-38.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 15.72% | 348.15%-332.4pp | 276.60%-260.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,387 | $5,103-53.2% | $4,644-48.6% | $4,761-49.9% |
| Participant deferral / active EE | $5,000 | $7,181-30.4% | $6,842-26.9% | $5,982-16.4% |
| Admin fee / account holder | $956 | $10,807-91.2% | $9,309-89.7% | $11,246-91.5% |