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 | $40,423 | $148,534-72.8% | $135,903-70.3% | $139,434-71.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.99% | 79.19%-61.2pp | 68.23%-50.2pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,819 | $5,243-65.3% | $4,856-62.5% | $4,751-61.7% |
| Participant deferral / active EE | $5,968 | $8,100-26.3% | $7,758-23.1% | $6,710-11.1% |
| Admin fee / account holder | $392 | $12,400-96.8% | $10,762-96.4% | $11,403-96.6% |