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 | $38,839 | $169,032-77.0% | $129,207-69.9% | $145,922-73.4% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 16.59% | 14330.11%-14313.5pp | 9417.33%-9400.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,861 | $5,537-48.3% | $4,153-31.1% | $4,660-38.6% |
| Participant deferral / active EE | $2,994 | $4,987-40.0% | $4,168-28.2% | $6,688-55.2% |
| Admin fee / account holder | $3,041 | $9,954-69.5% | $7,715-60.6% | $13,397-77.3% |