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 | $79,588 | $152,587-47.8% | $125,175-36.4% | $152,861-47.9% |
| Participation rate | 70.0% | 83.3%-13.3pp | 79.8%-9.8pp | 82.4%-12.4pp |
| Annual return | 10.34% | 54.84%-44.5pp | 43.79%-33.4pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,065 | $4,946-78.5% | $3,865-72.5% | $4,762-77.6% |
| Participant deferral / active EE | $3,999 | $5,868-31.9% | $4,937-19.0% | $5,850-31.6% |
| Admin fee / account holder | $2,245 | $13,434-83.3% | $9,702-76.9% | $11,596-80.6% |