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 | $58,126 | $157,256-63.0% | $141,162-58.8% | $152,861-62.0% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.5pp | 82.4%-5.5pp |
| Annual return | 23.82% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,704 | $7,109+135.0% | $6,709+149.0% | $5,850+185.5% |
| Admin fee / account holder | $8,032 | $12,120-33.7% | $10,261-21.7% | $11,596-30.7% |