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 | $35,084 | $217,402-83.9% | $185,823-81.1% | $167,490-79.1% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 17.19% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,509 | $5,873-74.3% | $5,167-70.8% | $4,837-68.8% |
| Participant deferral / active EE | $3,235 | $6,356-49.1% | $5,568-41.9% | $6,341-49.0% |
| Admin fee / account holder | $3,139 | $19,811-84.2% | $16,237-80.7% | $12,309-74.5% |