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 | $61,944 | $165,335-62.5% | $149,696-58.6% | $158,922-61.0% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 16.69% | 348.15%-331.5pp | 276.60%-259.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,109 | $5,103-58.7% | $4,644-54.6% | $4,761-55.7% |
| Participant deferral / active EE | $7,765 | $7,181+8.1% | $6,842+13.5% | $5,982+29.8% |
| Admin fee / account holder | $4,020 | $10,807-62.8% | $9,309-56.8% | $11,246-64.2% |