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 | $57,154 | $152,587-62.5% | $125,175-54.3% | $152,861-62.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 20.73% | 54.84%-34.1pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,090 | $4,946-78.0% | $3,865-71.8% | $4,762-77.1% |
| Participant deferral / active EE | $4,171 | $5,868-28.9% | $4,937-15.5% | $5,850-28.7% |
| Admin fee / account holder | $761 | $13,434-94.3% | $9,702-92.2% | $11,596-93.4% |