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 | $52,691 | $214,378-75.4% | $200,582-73.7% | $142,382-63.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 51.06% | 46.41%+4.7pp | 42.33%+8.7pp | 217.08%-166.0pp |
| Employer contribution / active EE | $3,086 | $6,841-54.9% | $6,419-51.9% | $4,299-28.2% |
| Participant deferral / active EE | $5,927 | $9,865-39.9% | $9,331-36.5% | $6,507-8.9% |
| Admin fee / account holder | $11,492 | $17,692-35.0% | $16,305-29.5% | $12,624-9.0% |