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 | $71,749 | $109,327-34.4% | $89,391-19.7% | $158,922-54.9% |
| Participation rate | 88.2% | 74.3%+14.0pp | 68.0%+20.3pp | 82.0%+6.3pp |
| Annual return | 13.25% | 345.68%-332.4pp | 245.62%-232.4pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,751 | $3,170-44.8% | $2,586-32.3% | $4,761-63.2% |
| Participant deferral / active EE | $3,842 | $4,598-16.5% | $3,890-1.2% | $5,982-35.8% |
| Admin fee / account holder | $3,513 | $6,153-42.9% | $4,881-28.0% | $11,246-68.8% |