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 | $97,224 | $201,272-51.7% | $184,203-47.2% | $145,922-33.4% |
| Participation rate | 73.9% | 87.5%-13.6pp | 86.8%-12.9pp | 80.3%-6.4pp |
| Annual return | 12.32% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,769 | $7,022-74.8% | $6,427-72.5% | $4,660-62.0% |
| Participant deferral / active EE | $4,763 | $9,806-51.4% | $9,131-47.8% | $6,688-28.8% |
| Admin fee / account holder | $2,642 | $16,364-83.9% | $13,901-81.0% | $13,397-80.3% |