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 | $43,542 | $157,256-72.3% | $141,162-69.2% | $152,861-71.5% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 66.72% | 64.32%+2.4pp | 71.39%-4.7pp | 345.32%-278.6pp |
| Employer contribution / active EE | $1,023 | $5,261-80.5% | $4,735-78.4% | $4,762-78.5% |
| Participant deferral / active EE | $3,048 | $7,109-57.1% | $6,709-54.6% | $5,850-47.9% |
| Admin fee / account holder | $953 | $12,120-92.1% | $10,261-90.7% | $11,596-91.8% |