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 | $38,509 | $180,749-78.7% | $160,784-76.0% | $137,256-71.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 16.91% | 2234.46%-2217.6pp | 1803.92%-1787.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,604 | $4,155-61.4% | $3,733-57.0% | $4,156-61.4% |
| Participant deferral / active EE | $3,249 | $6,844-52.5% | $6,293-48.4% | $6,407-49.3% |
| Admin fee / account holder | $6,853 | $10,397-34.1% | $9,717-29.5% | $12,270-44.1% |