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 | $86,809 | $203,436-57.3% | $152,466-43.1% | $167,490-48.2% |
| Participation rate | 82.4% | 82.3%0pp | 78.2%+4.2pp | 82.1%+0.2pp |
| Annual return | 9.93% | 13.80%-3.9pp | 757.33%-747.4pp | 478.56%-468.6pp |
| Employer contribution / active EE | $4,324 | $5,220-17.2% | $4,327-0.1% | $4,837-10.6% |
| Participant deferral / active EE | $5,427 | $6,716-19.2% | $5,820-6.8% | $6,341-14.4% |
| Admin fee / account holder | $36,362 | $22,506+61.6% | $15,805+130.1% | $12,309+195.4% |