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 | $33,526 | $175,202-80.9% | $149,673-77.6% | $139,434-76.0% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.8pp |
| Annual return | 16.61% | 166.71%-150.1pp | 134.42%-117.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,303 | $5,474-76.2% | $4,818-73.0% | $4,751-72.6% |
| Participant deferral / active EE | $2,951 | $6,519-54.7% | $5,680-48.1% | $6,710-56.0% |
| Admin fee / account holder | $596 | $16,150-96.3% | $13,210-95.5% | $11,403-94.8% |