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 | $60,513 | $179,726-66.3% | $156,263-61.3% | $142,382-57.5% |
| Participation rate | 73.9% | 82.1%-8.2pp | 78.9%-5.0pp | 80.1%-6.2pp |
| Annual return | 22.88% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,567 | $5,069-69.1% | $4,333-63.8% | $4,299-63.5% |
| Participant deferral / active EE | $4,597 | $6,956-33.9% | $6,158-25.3% | $6,507-29.3% |
| Admin fee / account holder | $2,429 | $17,272-85.9% | $14,255-83.0% | $12,624-80.8% |