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 | $65,939 | $157,256-58.1% | $141,162-53.3% | $152,861-56.9% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 20.64% | 64.32%-43.7pp | 71.39%-50.7pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,892 | $5,261-26.0% | $4,735-17.8% | $4,762-18.3% |
| Participant deferral / active EE | $5,724 | $7,109-19.5% | $6,709-14.7% | $5,850-2.2% |
| Admin fee / account holder | $316 | $12,120-97.4% | $10,261-96.9% | $11,596-97.3% |