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 | $38,595 | $172,111-77.6% | $150,298-74.3% | $137,256-71.9% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 16.52% | 69.37%-52.8pp | 62.79%-46.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,257 | $4,636-72.9% | $4,154-69.7% | $4,156-69.7% |
| Participant deferral / active EE | $2,765 | $6,166-55.2% | $5,453-49.3% | $6,407-56.8% |
| Admin fee / account holder | $599 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |