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 | $97,818 | $217,402-55.0% | $185,823-47.4% | $167,490-41.6% |
| Participation rate | 76.5% | 86.0%-9.6pp | 81.7%-5.2pp | 82.1%-5.6pp |
| Annual return | 11.71% | 148.36%-136.7pp | 122.05%-110.3pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,731 | $5,873-70.5% | $5,167-66.5% | $4,837-64.2% |
| Participant deferral / active EE | $5,562 | $6,356-12.5% | $5,568-0.1% | $6,341-12.3% |
| Admin fee / account holder | $1,270 | $19,811-93.6% | $16,237-92.2% | $12,309-89.7% |