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 | $64,453 | $107,334-40.0% | $92,893-30.6% | $152,861-57.8% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 16.84% | 145.58%-128.7pp | 109.41%-92.6pp | 345.32%-328.5pp |
| Employer contribution / active EE | $2,463 | $4,221-41.6% | $3,653-32.6% | $4,762-48.3% |
| Participant deferral / active EE | $4,474 | $4,845-7.6% | $4,236+5.6% | $5,850-23.5% |
| Admin fee / account holder | $2,102 | $7,079-70.3% | $5,794-63.7% | $11,596-81.9% |