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 | $73,049 | $148,534-50.8% | $135,903-46.2% | $139,434-47.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.69% | 79.19%-56.5pp | 68.23%-45.5pp | 372.94%-350.3pp |
| Employer contribution / active EE | $13,354 | $5,243+154.7% | $4,856+175.0% | $4,751+181.1% |
| Participant deferral / active EE | $6,301 | $8,100-22.2% | $7,758-18.8% | $6,710-6.1% |
| Admin fee / account holder | $910 | $12,400-92.7% | $10,762-91.5% | $11,403-92.0% |