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 | $72,272 | $157,256-54.0% | $141,162-48.8% | $152,861-52.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 25.94% | 64.32%-38.4pp | 71.39%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,957 | $5,261-24.8% | $4,735-16.4% | $4,762-16.9% |
| Participant deferral / active EE | $7,369 | $7,109+3.7% | $6,709+9.8% | $5,850+26.0% |
| Admin fee / account holder | $3,806 | $12,120-68.6% | $10,261-62.9% | $11,596-67.2% |