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 | $77,021 | $137,414-43.9% | $189,513-59.4% | $85,850-10.3% |
| Participation rate | 93.8% | 84.6%+9.1pp | 87.8%+5.9pp | 69.3%+24.4pp |
| Annual return | 14.19% | 38.14%-24.0pp | 555.15%-541.0pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,117 | $4,344-51.3% | $6,162-65.6% | $2,565-17.5% |
| Participant deferral / active EE | $4,741 | $6,260-24.3% | $8,221-42.3% | $3,952+20.0% |
| Admin fee / account holder | $12,359 | $8,630+43.2% | $12,045+2.6% | $6,260+97.4% |