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 | $72,862 | $176,056-58.6% | $159,436-54.3% | $167,490-56.5% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.94% | 331.75%-315.8pp | 263.57%-247.6pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,226 | $5,297-39.1% | $4,829-33.2% | $4,837-33.3% |
| Participant deferral / active EE | $9,490 | $7,750+22.5% | $7,352+29.1% | $6,341+49.7% |
| Admin fee / account holder | $482 | $12,554-96.2% | $10,799-95.5% | $12,309-96.1% |