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 | $52,119 | $152,587-65.8% | $125,175-58.4% | $152,861-65.9% |
| Participation rate | 77.3% | 83.3%-6.1pp | 79.8%-2.5pp | 82.4%-5.2pp |
| Annual return | 21.01% | 54.84%-33.8pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,304 | $4,946-73.6% | $3,865-66.3% | $4,762-72.6% |
| Participant deferral / active EE | $3,562 | $5,868-39.3% | $4,937-27.8% | $5,850-39.1% |
| Admin fee / account holder | $1,552 | $13,434-88.4% | $9,702-84.0% | $11,596-86.6% |