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 | $30,348 | $152,587-80.1% | $125,175-75.8% | $152,861-80.1% |
| Participation rate | 73.7% | 83.3%-9.7pp | 79.8%-6.1pp | 82.4%-8.8pp |
| Annual return | 25.10% | 54.84%-29.7pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,614 | $4,946-47.2% | $3,865-32.4% | $4,762-45.1% |
| Participant deferral / active EE | $3,410 | $5,868-41.9% | $4,937-30.9% | $5,850-41.7% |
| Admin fee / account holder | $340 | $13,434-97.5% | $9,702-96.5% | $11,596-97.1% |