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 | $41,614 | $102,966-59.6% | $90,281-53.9% | $152,861-72.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 21.99% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,679 | $3,139-46.5% | $2,854-41.2% | $4,762-64.7% |
| Participant deferral / active EE | $3,435 | $4,281-19.8% | $3,885-11.6% | $5,850-41.3% |
| Admin fee / account holder | $3,236 | $6,171-47.6% | $5,351-39.5% | $11,596-72.1% |