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 | $49,288 | $226,064-78.2% | $182,532-73.0% | $152,861-67.8% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.4%-4.7pp |
| Annual return | 26.58% | 192.51%-165.9pp | 148.54%-122.0pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,369 | $4,978-52.4% | $4,076-41.9% | $4,762-50.2% |
| Participant deferral / active EE | $3,930 | $6,368-38.3% | $5,524-28.9% | $5,850-32.8% |
| Admin fee / account holder | $1,904 | $10,703-82.2% | $8,592-77.8% | $11,596-83.6% |