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 | $119,254 | $157,256-24.2% | $141,162-15.5% | $152,861-22.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 16.86% | 64.32%-47.5pp | 71.39%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,447 | $5,261-72.5% | $4,735-69.5% | $4,762-69.6% |
| Participant deferral / active EE | $3,321 | $7,109-53.3% | $6,709-50.5% | $5,850-43.2% |
| Admin fee / account holder | $7,163 | $12,120-40.9% | $10,261-30.2% | $11,596-38.2% |