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 | $67,138 | $210,648-68.1% | $177,989-62.3% | $145,922-54.0% |
| Participation rate | 76.5% | 80.8%-4.3pp | 77.1%-0.6pp | 80.3%-3.8pp |
| Annual return | 15.22% | 385.86%-370.6pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,990 | $4,565-56.4% | $3,949-49.6% | $4,660-57.3% |
| Participant deferral / active EE | $5,239 | $6,958-24.7% | $6,276-16.5% | $6,688-21.7% |
| Admin fee / account holder | $3,068 | $12,013-74.5% | $10,363-70.4% | $13,397-77.1% |