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 | $79,256 | $172,111-54.0% | $150,298-47.3% | $137,256-42.3% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 15.44% | 69.37%-53.9pp | 62.79%-47.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,107 | $4,636-33.0% | $4,154-25.2% | $4,156-25.2% |
| Participant deferral / active EE | $5,132 | $6,166-16.8% | $5,453-5.9% | $6,407-19.9% |
| Admin fee / account holder | $13,947 | $16,471-15.3% | $14,116-1.2% | $12,270+13.7% |