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 | $37,748 | $179,726-79.0% | $156,263-75.8% | $142,382-73.5% |
| Participation rate | 78.3% | 82.1%-3.8pp | 78.9%-0.6pp | 80.1%-1.9pp |
| Annual return | 15.33% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,421 | $5,069-72.0% | $4,333-67.2% | $4,299-66.9% |
| Participant deferral / active EE | $4,023 | $6,956-42.2% | $6,158-34.7% | $6,507-38.2% |
| Admin fee / account holder | $13,471 | $17,272-22.0% | $14,255-5.5% | $12,624+6.7% |