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 | $64,780 | $115,770-44.0% | $101,248-36.0% | $158,922-59.2% |
| Participation rate | 73.7% | 79.4%-5.7pp | 75.8%-2.1pp | 82.0%-8.3pp |
| Annual return | 12.78% | 56.14%-43.4pp | 46.47%-33.7pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,256 | $4,175-69.9% | $3,660-65.7% | $4,761-73.6% |
| Participant deferral / active EE | $1,852 | $4,957-62.6% | $4,370-57.6% | $5,982-69.0% |
| Admin fee / account holder | $1,420 | $7,245-80.4% | $5,945-76.1% | $11,246-87.4% |