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 | $64,187 | $228,332-71.9% | $185,823-65.5% | $158,922-59.6% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.0%-5.3pp | 82.0%-9.2pp |
| Annual return | 14.37% | 40.80%-26.4pp | 35.95%-21.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,479 | $4,967-70.2% | $4,087-63.8% | $4,761-68.9% |
| Participant deferral / active EE | $2,543 | $6,415-60.4% | $5,632-54.8% | $5,982-57.5% |
| Admin fee / account holder | $629 | $11,864-94.7% | $9,500-93.4% | $11,246-94.4% |