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 | $64,028 | $157,256-59.3% | $141,162-54.6% | $152,861-58.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 33.02% | 64.32%-31.3pp | 71.39%-38.4pp | 345.32%-312.3pp |
| Employer contribution / active EE | $3,427 | $5,261-34.9% | $4,735-27.6% | $4,762-28.0% |
| Participant deferral / active EE | $8,382 | $7,109+17.9% | $6,709+24.9% | $5,850+43.3% |
| Admin fee / account holder | $1,086 | $12,120-91.0% | $10,261-89.4% | $11,596-90.6% |