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 | $81,465 | $159,602-49.0% | $150,045-45.7% | $142,382-42.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 17.54% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,501 | $4,961-69.7% | $4,693-68.0% | $4,299-65.1% |
| Participant deferral / active EE | $3,293 | $8,310-60.4% | $7,997-58.8% | $6,507-49.4% |
| Admin fee / account holder | $762 | $14,846-94.9% | $13,435-94.3% | $12,624-94.0% |