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 | $72,352 | $118,680-39.0% | $98,907-26.8% | $158,922-54.5% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 24.38% | 372.35%-348.0pp | 196.43%-172.1pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,726 | $3,333-48.2% | $2,689-35.8% | $4,761-63.8% |
| Participant deferral / active EE | $2,752 | $5,088-45.9% | $4,244-35.2% | $5,982-54.0% |
| Admin fee / account holder | $6,432 | $10,131-36.5% | $6,642-3.2% | $11,246-42.8% |