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 | $37,217 | $105,859-64.8% | $90,160-58.7% | $147,584-74.8% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.4pp | 82.8%-11.4pp |
| Annual return | 20.77% | 37.63%-16.9pp | 34.88%-14.1pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,873 | $4,126-54.6% | $3,318-43.5% | $4,876-61.6% |
| Participant deferral / active EE | $2,788 | $5,733-51.4% | $5,288-47.3% | $5,439-48.7% |
| Admin fee / account holder | $3,867 | $8,046-51.9% | $5,943-34.9% | $10,885-64.5% |