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 | $51,088 | $148,534-65.6% | $135,903-62.4% | $139,434-63.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.88% | 79.19%-58.3pp | 68.23%-47.3pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,320 | $5,243-55.8% | $4,856-52.2% | $4,751-51.2% |
| Participant deferral / active EE | $5,193 | $8,100-35.9% | $7,758-33.1% | $6,710-22.6% |
| Admin fee / account holder | $7,942 | $12,400-35.9% | $10,762-26.2% | $11,403-30.3% |