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 | $81,374 | $165,335-50.8% | $149,696-45.6% | $158,922-48.8% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 11.39% | 348.15%-336.8pp | 276.60%-265.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,535 | $5,103-50.3% | $4,644-45.4% | $4,761-46.7% |
| Participant deferral / active EE | $3,712 | $7,181-48.3% | $6,842-45.7% | $5,982-37.9% |
| Admin fee / account holder | $434 | $10,807-96.0% | $9,309-95.3% | $11,246-96.1% |