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 | $57,733 | $209,411-72.4% | $178,490-67.7% | $158,922-63.7% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 16.89% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,059 | $5,706-63.9% | $5,011-58.9% | $4,761-56.8% |
| Participant deferral / active EE | $3,528 | $5,954-40.8% | $5,202-32.2% | $5,982-41.0% |
| Admin fee / account holder | $15,570 | $17,074-8.8% | $13,984+11.3% | $11,246+38.5% |