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 | $65,399 | $154,228-57.6% | $145,433-55.0% | $137,256-52.4% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 76.11% | 74.59%+1.5pp | 66.58%+9.5pp | 220.34%-144.2pp |
| Employer contribution / active EE | $1,644 | $4,804-65.8% | $4,554-63.9% | $4,156-60.4% |
| Participant deferral / active EE | $3,015 | $8,216-63.3% | $7,897-61.8% | $6,407-52.9% |
| Admin fee / account holder | $533 | $14,344-96.3% | $13,129-95.9% | $12,270-95.7% |