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 | $65,228 | $105,181-38.0% | $159,436-59.1% | $85,850-24.0% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.0pp | 69.3%+8.5pp |
| Annual return | 15.72% | 45.07%-29.3pp | 263.57%-247.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,574 | $3,318-22.4% | $4,829-46.7% | $2,565+0.3% |
| Participant deferral / active EE | $4,378 | $5,945-26.4% | $7,352-40.5% | $3,952+10.8% |
| Admin fee / account holder | $7,391 | $6,933+6.6% | $10,799-31.6% | $6,260+18.1% |