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 | $76,843 | $172,111-55.4% | $150,298-48.9% | $137,256-44.0% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 17.01% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,901 | $4,636-59.0% | $4,154-54.2% | $4,156-54.3% |
| Participant deferral / active EE | $5,791 | $6,166-6.1% | $5,453+6.2% | $6,407-9.6% |
| Admin fee / account holder | $755 | $16,471-95.4% | $14,116-94.7% | $12,270-93.8% |