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 | $82,658 | $152,587-45.8% | $125,175-34.0% | $152,861-45.9% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.77% | 54.84%-35.1pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,397 | $4,946-71.8% | $3,865-63.9% | $4,762-70.7% |
| Participant deferral / active EE | $2,834 | $5,868-51.7% | $4,937-42.6% | $5,850-51.6% |
| Admin fee / account holder | $4,633 | $13,434-65.5% | $9,702-52.3% | $11,596-60.1% |