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 | $48,000 | $175,202-72.6% | $149,673-67.9% | $139,434-65.6% |
| Participation rate | 70.8% | 83.4%-12.5pp | 78.8%-7.9pp | 80.3%-9.5pp |
| Annual return | 14.98% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,956 | $5,474-64.3% | $4,818-59.4% | $4,751-58.8% |
| Participant deferral / active EE | $3,523 | $6,519-46.0% | $5,680-38.0% | $6,710-47.5% |
| Admin fee / account holder | $1,128 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |