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 | $49,464 | $157,256-68.5% | $141,162-65.0% | $152,861-67.6% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 22.66% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,216 | $5,261-38.9% | $4,735-32.1% | $4,762-32.5% |
| Participant deferral / active EE | $5,985 | $7,109-15.8% | $6,709-10.8% | $5,850+2.3% |
| Admin fee / account holder | $4,290 | $12,120-64.6% | $10,261-58.2% | $11,596-63.0% |