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 | $91,442 | $144,119-36.6% | $117,854-22.4% | $147,584-38.0% |
| Participation rate | 70.6% | 83.4%-12.8pp | 79.7%-9.1pp | 82.8%-12.2pp |
| Annual return | 13.90% | 531.15%-517.3pp | 335.08%-321.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,612 | $4,896-67.1% | $3,786-57.4% | $4,876-66.9% |
| Participant deferral / active EE | $4,644 | $5,316-12.6% | $4,482+3.6% | $5,439-14.6% |
| Admin fee / account holder | $2,600 | $10,886-76.1% | $8,020-67.6% | $10,885-76.1% |