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 | $59,668 | $209,411-71.5% | $178,490-66.6% | $158,922-62.5% |
| Participation rate | 81.8% | 86.3%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 110.80% | 188.75%-77.9pp | 151.07%-40.3pp | 302.83%-192.0pp |
| Employer contribution / active EE | $1,400 | $5,706-75.5% | $5,011-72.1% | $4,761-70.6% |
| Participant deferral / active EE | $3,145 | $5,954-47.2% | $5,202-39.5% | $5,982-47.4% |
| Admin fee / account holder | $5,472 | $17,074-68.0% | $13,984-60.9% | $11,246-51.3% |