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 | $84,865 | $107,334-20.9% | $92,893-8.6% | $152,861-44.5% |
| Participation rate | 70.8% | 79.8%-9.0pp | 76.0%-5.2pp | 82.4%-11.6pp |
| Annual return | 20.05% | 145.58%-125.5pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,800 | $4,221-57.3% | $3,653-50.7% | $4,762-62.2% |
| Participant deferral / active EE | $4,146 | $4,845-14.4% | $4,236-2.1% | $5,850-29.1% |
| Admin fee / account holder | $2,900 | $7,079-59.0% | $5,794-49.9% | $11,596-75.0% |