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 | $68,285 | $217,402-68.6% | $185,823-63.3% | $167,490-59.2% |
| Participation rate | 76.2% | 86.0%-9.9pp | 81.7%-5.5pp | 82.1%-5.9pp |
| Annual return | 15.81% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $3,045 | $5,873-48.2% | $5,167-41.1% | $4,837-37.1% |
| Participant deferral / active EE | $2,864 | $6,356-54.9% | $5,568-48.6% | $6,341-54.8% |
| Admin fee / account holder | $363 | $19,811-98.2% | $16,237-97.8% | $12,309-97.0% |