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 | $78,076 | $884,045-91.2% | $453,369-82.8% | $167,490-53.4% |
| Participation rate | 91.7% | 81.6%+10.1pp | 78.0%+13.7pp | 82.1%+9.6pp |
| Annual return | 17.00% | 29.49%-12.5pp | 64.40%-47.4pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,799 | $5,538-31.4% | $4,070-6.7% | $4,837-21.5% |
| Participant deferral / active EE | $6,007 | $7,898-24.0% | $6,209-3.3% | $6,341-5.3% |
| Admin fee / account holder | $1,900 | $22,063-91.4% | $11,209-83.0% | $12,309-84.6% |