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 | $75,812 | $172,111-56.0% | $150,298-49.6% | $137,256-44.8% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 12.24% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,350 | $4,636-70.9% | $4,154-67.5% | $4,156-67.5% |
| Participant deferral / active EE | $1,879 | $6,166-69.5% | $5,453-65.5% | $6,407-70.7% |
| Admin fee / account holder | $1,913 | $16,471-88.4% | $14,116-86.5% | $12,270-84.4% |