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 | $76,712 | $179,726-57.3% | $156,263-50.9% | $142,382-46.1% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.9%-5.6pp | 80.1%-6.8pp |
| Annual return | 13.22% | 77.86%-64.6pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $8,065 | $5,069+59.1% | $4,333+86.1% | $4,299+87.6% |
| Participant deferral / active EE | $5,417 | $6,956-22.1% | $6,158-12.0% | $6,507-16.8% |
| Admin fee / account holder | $10,710 | $17,272-38.0% | $14,255-24.9% | $12,624-15.2% |