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 | $87,271 | $157,256-44.5% | $141,162-38.2% | $152,861-42.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 15.67% | 64.32%-48.7pp | 71.39%-55.7pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,624 | $5,261-69.1% | $4,735-65.7% | $4,762-65.9% |
| Participant deferral / active EE | $3,270 | $7,109-54.0% | $6,709-51.3% | $5,850-44.1% |
| Admin fee / account holder | $7,279 | $12,120-39.9% | $10,261-29.1% | $11,596-37.2% |