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 | $70,187 | $152,587-54.0% | $125,175-43.9% | $152,861-54.1% |
| Participation rate | 76.9% | 83.3%-6.4pp | 79.8%-2.9pp | 82.4%-5.5pp |
| Annual return | 20.96% | 54.84%-33.9pp | 43.79%-22.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,172 | $4,946-56.1% | $3,865-43.8% | $4,762-54.4% |
| Participant deferral / active EE | $3,277 | $5,868-44.2% | $4,937-33.6% | $5,850-44.0% |
| Admin fee / account holder | $4,011 | $13,434-70.1% | $9,702-58.7% | $11,596-65.4% |