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 | $36,305 | $209,411-82.7% | $178,490-79.7% | $158,922-77.2% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 22.85% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,382 | $5,706-75.8% | $5,011-72.4% | $4,761-71.0% |
| Participant deferral / active EE | $2,456 | $5,954-58.7% | $5,202-52.8% | $5,982-58.9% |
| Admin fee / account holder | $4,544 | $17,074-73.4% | $13,984-67.5% | $11,246-59.6% |