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 | $59,342 | $148,534-60.0% | $135,903-56.3% | $139,434-57.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 24.44% | 79.19%-54.7pp | 68.23%-43.8pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,754 | $5,243-66.5% | $4,856-63.9% | $4,751-63.1% |
| Participant deferral / active EE | $4,884 | $8,100-39.7% | $7,758-37.0% | $6,710-27.2% |
| Admin fee / account holder | $1,452 | $12,400-88.3% | $10,762-86.5% | $11,403-87.3% |