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 | $64,798 | $152,587-57.5% | $125,175-48.2% | $152,861-57.6% |
| Participation rate | 73.7% | 83.3%-9.7pp | 79.8%-6.1pp | 82.4%-8.8pp |
| Annual return | 18.13% | 54.84%-36.7pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,394 | $4,946-71.8% | $3,865-63.9% | $4,762-70.7% |
| Participant deferral / active EE | $2,631 | $5,868-55.2% | $4,937-46.7% | $5,850-55.0% |
| Admin fee / account holder | $5,707 | $13,434-57.5% | $9,702-41.2% | $11,596-50.8% |