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 | $47,842 | $148,534-67.8% | $135,903-64.8% | $139,434-65.7% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 22.13% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $3,172 | $5,243-39.5% | $4,856-34.7% | $4,751-33.2% |
| Participant deferral / active EE | $5,528 | $8,100-31.8% | $7,758-28.7% | $6,710-17.6% |
| Admin fee / account holder | $1,819 | $12,400-85.3% | $10,762-83.1% | $11,403-84.0% |