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 | $70,397 | $157,256-55.2% | $141,162-50.1% | $152,861-53.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.27% | 64.32%-39.1pp | 71.39%-46.1pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,078 | $5,261-60.5% | $4,735-56.1% | $4,762-56.4% |
| Participant deferral / active EE | $6,004 | $7,109-15.5% | $6,709-10.5% | $5,850+2.6% |
| Admin fee / account holder | $737 | $12,120-93.9% | $10,261-92.8% | $11,596-93.6% |