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 | $82,001 | $165,335-50.4% | $149,696-45.2% | $158,922-48.4% |
| Participation rate | 70.8% | 84.6%-13.7pp | 82.5%-11.6pp | 82.0%-11.1pp |
| Annual return | 23.27% | 348.15%-324.9pp | 276.60%-253.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $3,906 | $5,103-23.5% | $4,644-15.9% | $4,761-18.0% |
| Participant deferral / active EE | $8,194 | $7,181+14.1% | $6,842+19.8% | $5,982+37.0% |
| Admin fee / account holder | $2,772 | $10,807-74.3% | $9,309-70.2% | $11,246-75.3% |