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 | $63,114 | $157,256-59.9% | $141,162-55.3% | $152,861-58.7% |
| Participation rate | 78.9% | 84.8%-5.9pp | 82.5%-3.5pp | 82.4%-3.5pp |
| Annual return | 23.10% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,095 | $5,261-79.2% | $4,735-76.9% | $4,762-77.0% |
| Participant deferral / active EE | $3,613 | $7,109-49.2% | $6,709-46.2% | $5,850-38.2% |
| Admin fee / account holder | $2,774 | $12,120-77.1% | $10,261-73.0% | $11,596-76.1% |