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 | $89,162 | $198,466-55.1% | $170,442-47.7% | $147,584-39.6% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 13.98% | 257.29%-243.3pp | 205.93%-192.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,636 | $6,184-73.5% | $5,433-69.9% | $4,876-66.5% |
| Participant deferral / active EE | $4,078 | $5,629-27.6% | $4,939-17.4% | $5,439-25.0% |
| Admin fee / account holder | $1,061 | $16,852-93.7% | $13,880-92.4% | $10,885-90.3% |