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 | $64,533 | $152,587-57.7% | $125,175-48.4% | $152,861-57.8% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 16.94% | 54.84%-37.9pp | 43.79%-26.8pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,983 | $4,946-59.9% | $3,865-48.7% | $4,762-58.4% |
| Participant deferral / active EE | $5,326 | $5,868-9.2% | $4,937+7.9% | $5,850-9.0% |
| Admin fee / account holder | $4,420 | $13,434-67.1% | $9,702-54.4% | $11,596-61.9% |