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 | $79,769 | $176,812-54.9% | $146,665-45.6% | $167,490-52.4% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 11.49% | 24.03%-12.5pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,522 | $5,160-70.5% | $4,136-63.2% | $4,837-68.5% |
| Participant deferral / active EE | $4,614 | $6,440-28.4% | $5,506-16.2% | $6,341-27.2% |
| Admin fee / account holder | $9,759 | $13,259-26.4% | $10,280-5.1% | $12,309-20.7% |