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 | $70,700 | $107,334-34.1% | $92,893-23.9% | $152,861-53.7% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 20.25% | 145.58%-125.3pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,305 | $4,221-69.1% | $3,653-64.3% | $4,762-72.6% |
| Participant deferral / active EE | $4,091 | $4,845-15.6% | $4,236-3.4% | $5,850-30.1% |
| Admin fee / account holder | $1,812 | $7,079-74.4% | $5,794-68.7% | $11,596-84.4% |