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 | $64,572 | $86,286-25.2% | $111,297-42.0% | $85,850-24.8% |
| Participation rate | 71.4% | 73.3%-1.9pp | 77.3%-5.9pp | 69.3%+2.1pp |
| Annual return | 13.71% | 19.99%-6.3pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,774 | $2,043-13.2% | $2,731-35.1% | $2,565-30.9% |
| Participant deferral / active EE | $2,755 | $3,641-24.3% | $4,487-38.6% | $3,952-30.3% |
| Admin fee / account holder | $4,360 | $8,188-46.7% | $7,964-45.3% | $6,260-30.3% |