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 | $62,833 | $209,336-70.0% | $197,124-68.1% | $137,256-54.2% |
| Participation rate | 85.0% | 87.3%-2.3pp | 86.7%-1.7pp | 80.0%+5.0pp |
| Annual return | 43.60% | 48.09%-4.5pp | 44.34%-0.7pp | 220.34%-176.7pp |
| Employer contribution / active EE | $3,029 | $6,591-54.0% | $6,227-51.4% | $4,156-27.1% |
| Participant deferral / active EE | $6,810 | $9,614-29.2% | $9,135-25.5% | $6,407+6.3% |
| Admin fee / account holder | $7,850 | $17,308-54.6% | $16,298-51.8% | $12,270-36.0% |