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 | $55,389 | $124,319-55.4% | $111,297-50.2% | $167,490-66.9% |
| Participation rate | 76.2% | 79.6%-3.4pp | 77.3%-1.1pp | 82.1%-5.9pp |
| Annual return | 23.44% | 37.44%-14.0pp | 54.65%-31.2pp | 478.56%-455.1pp |
| Employer contribution / active EE | $1,569 | $3,435-54.3% | $2,731-42.6% | $4,837-67.6% |
| Participant deferral / active EE | $1,705 | $5,180-67.1% | $4,487-62.0% | $6,341-73.1% |
| Admin fee / account holder | $367 | $10,618-96.5% | $7,964-95.4% | $12,309-97.0% |