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 | $64,761 | $152,587-57.6% | $125,175-48.3% | $152,861-57.6% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.4%-1.2pp |
| Annual return | 23.44% | 54.84%-31.4pp | 43.79%-20.4pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,380 | $5,868-42.4% | $4,937-31.5% | $5,850-42.2% |
| Admin fee / account holder | $1,927 | $13,434-85.7% | $9,702-80.1% | $11,596-83.4% |