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 | $94,506 | $179,726-47.4% | $156,263-39.5% | $142,382-33.6% |
| Participation rate | 70.8% | 82.1%-11.2pp | 78.9%-8.1pp | 80.1%-9.3pp |
| Annual return | 13.65% | 77.86%-64.2pp | 59.47%-45.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,147 | $5,069-77.4% | $4,333-73.5% | $4,299-73.3% |
| Participant deferral / active EE | $3,266 | $6,956-53.0% | $6,158-47.0% | $6,507-49.8% |
| Admin fee / account holder | $5,956 | $17,272-65.5% | $14,255-58.2% | $12,624-52.8% |