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 | $81,562 | $162,781-49.9% | $133,956-39.1% | $158,922-48.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 16.86% | 41.94%-25.1pp | 45.09%-28.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $934 | $4,975-81.2% | $3,919-76.2% | $4,761-80.4% |
| Participant deferral / active EE | $4,027 | $5,911-31.9% | $5,048-20.2% | $5,982-32.7% |
| Admin fee / account holder | $1,866 | $11,736-84.1% | $8,927-79.1% | $11,246-83.4% |