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 | $95,043 | $157,256-39.6% | $141,162-32.7% | $152,861-37.8% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 29.53% | 64.32%-34.8pp | 71.39%-41.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $1,903 | $5,261-63.8% | $4,735-59.8% | $4,762-60.0% |
| Participant deferral / active EE | $4,986 | $7,109-29.9% | $6,709-25.7% | $5,850-14.8% |
| Admin fee / account holder | $8,895 | $12,120-26.6% | $10,261-13.3% | $11,596-23.3% |