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 | $111,619 | $159,602-30.1% | $150,045-25.6% | $142,382-21.6% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 15.64% | 70.24%-54.6pp | 62.55%-46.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,806 | $4,961-63.6% | $4,693-61.5% | $4,299-58.0% |
| Participant deferral / active EE | $4,330 | $8,310-47.9% | $7,997-45.9% | $6,507-33.5% |
| Admin fee / account holder | $2,396 | $14,846-83.9% | $13,435-82.2% | $12,624-81.0% |