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 | $56,989 | $197,591-71.2% | $177,821-68.0% | $158,922-64.1% |
| Participation rate | 78.6% | 88.5%-10.0pp | 87.7%-9.2pp | 82.0%-3.4pp |
| Annual return | 15.49% | 58.76%-43.3pp | 48.32%-32.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,649 | $6,697-75.4% | $5,918-72.1% | $4,761-65.4% |
| Participant deferral / active EE | $5,085 | $8,405-39.5% | $7,714-34.1% | $5,982-15.0% |
| Admin fee / account holder | $1,948 | $15,399-87.3% | $12,427-84.3% | $11,246-82.7% |