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 | $76,588 | $157,256-51.3% | $141,162-45.7% | $152,861-49.9% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 22.61% | 64.32%-41.7pp | 71.39%-48.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,638 | $5,261-68.9% | $4,735-65.4% | $4,762-65.6% |
| Participant deferral / active EE | $3,510 | $7,109-50.6% | $6,709-47.7% | $5,850-40.0% |
| Admin fee / account holder | $25,961 | $12,120+114.2% | $10,261+153.0% | $11,596+123.9% |