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 | $97,301 | $144,119-32.5% | $117,854-17.4% | $147,584-34.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 18.61% | 531.15%-512.5pp | 335.08%-316.5pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,760 | $4,896-64.1% | $3,786-53.5% | $4,876-63.9% |
| Participant deferral / active EE | $4,326 | $5,316-18.6% | $4,482-3.5% | $5,439-20.5% |
| Admin fee / account holder | $18,619 | $10,886+71.0% | $8,020+132.2% | $10,885+71.0% |