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 | $58,623 | $117,381-50.1% | $99,443-41.0% | $152,861-61.6% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 20.60% | 31.87%-11.3pp | 30.72%-10.1pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,393 | $3,013-53.8% | $2,540-45.1% | $4,762-70.7% |
| Participant deferral / active EE | $3,242 | $4,086-20.7% | $3,619-10.4% | $5,850-44.6% |
| Admin fee / account holder | $1,657 | $7,631-78.3% | $6,250-73.5% | $11,596-85.7% |