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 | $74,377 | $84,696-12.2% | $75,696-1.7% | $167,490-55.6% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.8%-4.2pp | 82.1%-11.5pp |
| Annual return | 16.50% | 199.36%-182.9pp | 104.53%-88.0pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,417 | $3,230-56.1% | $2,743-48.3% | $4,837-70.7% |
| Participant deferral / active EE | $5,965 | $4,580+30.2% | $3,821+56.1% | $6,341-5.9% |
| Admin fee / account holder | $4,823 | $5,355-9.9% | $3,619+33.3% | $12,309-60.8% |