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 | $75,426 | $201,272-62.5% | $184,203-59.1% | $145,922-48.3% |
| Participation rate | 76.9% | 87.5%-10.6pp | 86.8%-9.9pp | 80.3%-3.4pp |
| Annual return | 25.08% | 29.00%-3.9pp | 28.81%-3.7pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,467 | $7,022-79.1% | $6,427-77.2% | $4,660-68.5% |
| Participant deferral / active EE | $3,586 | $9,806-63.4% | $9,131-60.7% | $6,688-46.4% |
| Admin fee / account holder | $2,828 | $16,364-82.7% | $13,901-79.7% | $13,397-78.9% |