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 | $72,544 | $165,984-56.3% | $164,813-56.0% | $145,922-50.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 14.76% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,239 | $5,273-76.5% | $4,341-71.5% | $4,660-73.4% |
| Participant deferral / active EE | $3,208 | $6,959-53.9% | $6,031-46.8% | $6,688-52.0% |
| Admin fee / account holder | $2,446 | $16,648-85.3% | $12,690-80.7% | $13,397-81.7% |