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 | $68,124 | $165,335-58.8% | $149,696-54.5% | $158,922-57.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 15.10% | 348.15%-333.0pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $1,131 | $5,103-77.8% | $4,644-75.6% | $4,761-76.2% |
| Participant deferral / active EE | $2,458 | $7,181-65.8% | $6,842-64.1% | $5,982-58.9% |
| Admin fee / account holder | $2,791 | $10,807-74.2% | $9,309-70.0% | $11,246-75.2% |