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 | $49,339 | $157,256-68.6% | $141,162-65.0% | $152,861-67.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | 25.58% | 64.32%-38.7pp | 71.39%-45.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,322 | $5,261-74.9% | $4,735-72.1% | $4,762-72.2% |
| Participant deferral / active EE | $7,808 | $7,109+9.8% | $6,709+16.4% | $5,850+33.5% |
| Admin fee / account holder | $706 | $12,120-94.2% | $10,261-93.1% | $11,596-93.9% |