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 | $60,978 | $179,726-66.1% | $156,263-61.0% | $142,382-57.2% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 13.05% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,553 | $5,069-49.6% | $4,333-41.1% | $4,299-40.6% |
| Participant deferral / active EE | $3,893 | $6,956-44.0% | $6,158-36.8% | $6,507-40.2% |
| Admin fee / account holder | $6,384 | $17,272-63.0% | $14,255-55.2% | $12,624-49.4% |