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 | $97,726 | $121,625-19.7% | $104,607-6.6% | $158,922-38.5% |
| Participation rate | 78.6% | 77.5%+1.0pp | 74.1%+4.5pp | 82.0%-3.4pp |
| Annual return | 7.55% | 465.26%-457.7pp | 340.46%-332.9pp | 302.83%-295.3pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,933 | $4,177-29.8% | $3,740-21.6% | $5,982-51.0% |
| Admin fee / account holder | $2,224 | $7,787-71.4% | $6,473-65.6% | $11,246-80.2% |