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 | $63,615 | $209,411-69.6% | $178,490-64.4% | $158,922-60.0% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 42.17% | 188.75%-146.6pp | 151.07%-108.9pp | 302.83%-260.7pp |
| Employer contribution / active EE | $2,069 | $5,706-63.7% | $5,011-58.7% | $4,761-56.5% |
| Participant deferral / active EE | $5,152 | $5,954-13.5% | $5,202-0.9% | $5,982-13.9% |
| Admin fee / account holder | $6,397 | $17,074-62.5% | $13,984-54.3% | $11,246-43.1% |