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 | $68,297 | $203,436-66.4% | $152,466-55.2% | $167,490-59.2% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.2%-0.4pp | 82.1%-4.3pp |
| Annual return | 13.90% | 13.80%+0.1pp | 757.33%-743.4pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,793 | $5,220-65.7% | $4,327-58.6% | $4,837-62.9% |
| Participant deferral / active EE | $9,083 | $6,716+35.2% | $5,820+56.1% | $6,341+43.2% |
| Admin fee / account holder | $453 | $22,506-98.0% | $15,805-97.1% | $12,309-96.3% |