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 | $64,607 | $176,056-63.3% | $159,436-59.5% | $167,490-61.4% |
| Participation rate | 73.9% | 84.9%-11.0pp | 82.8%-8.9pp | 82.1%-8.2pp |
| Annual return | 13.61% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,096 | $5,297-79.3% | $4,829-77.3% | $4,837-77.4% |
| Participant deferral / active EE | $3,921 | $7,750-49.4% | $7,352-46.7% | $6,341-38.2% |
| Admin fee / account holder | $2,124 | $12,554-83.1% | $10,799-80.3% | $12,309-82.7% |