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 | $99,962 | $121,625-17.8% | $104,607-4.4% | $158,922-37.1% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 21.62% | 465.26%-443.6pp | 340.46%-318.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $1,434 | $3,163-54.7% | $2,681-46.5% | $4,761-69.9% |
| Participant deferral / active EE | $1,894 | $4,177-54.7% | $3,740-49.4% | $5,982-68.3% |
| Admin fee / account holder | $1,270 | $7,787-83.7% | $6,473-80.4% | $11,246-88.7% |