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 | $58,826 | $157,256-62.6% | $141,162-58.3% | $152,861-61.5% |
| Participation rate | 81.0% | 84.8%-3.9pp | 82.5%-1.5pp | 82.4%-1.5pp |
| Annual return | 21.16% | 64.32%-43.2pp | 71.39%-50.2pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,193 | $5,261-58.3% | $4,735-53.7% | $4,762-54.0% |
| Participant deferral / active EE | $5,426 | $7,109-23.7% | $6,709-19.1% | $5,850-7.2% |
| Admin fee / account holder | $1,298 | $12,120-89.3% | $10,261-87.3% | $11,596-88.8% |