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 | $98,849 | $175,202-43.6% | $149,673-34.0% | $139,434-29.1% |
| Participation rate | 70.8% | 83.4%-12.5pp | 78.8%-7.9pp | 80.3%-9.5pp |
| Annual return | 15.86% | 166.71%-150.9pp | 134.42%-118.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,221 | $5,474-59.4% | $4,818-53.9% | $4,751-53.3% |
| Participant deferral / active EE | $5,535 | $6,519-15.1% | $5,680-2.5% | $6,710-17.5% |
| Admin fee / account holder | $5,616 | $16,150-65.2% | $13,210-57.5% | $11,403-50.7% |