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 | $78,010 | $135,952-42.6% | $123,892-37.0% | $273,961-71.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 4.77% | 56.63%-51.9pp | 47.52%-42.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,131 | $5,170-58.8% | $4,617-53.9% | $4,869-56.2% |
| Participant deferral / active EE | $7,316 | $6,343+15.3% | $5,984+22.3% | $5,287+38.4% |
| Admin fee / account holder | $761 | $9,817-92.2% | $8,357-90.9% | $10,132-92.5% |