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 | $59,157 | $179,726-67.1% | $156,263-62.1% | $142,382-58.5% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.9%-6.2pp | 80.1%-7.4pp |
| Annual return | 65.56% | 77.86%-12.3pp | 59.47%+6.1pp | 217.08%-151.5pp |
| Employer contribution / active EE | $2,827 | $5,069-44.2% | $4,333-34.7% | $4,299-34.2% |
| Participant deferral / active EE | $3,357 | $6,956-51.7% | $6,158-45.5% | $6,507-48.4% |
| Admin fee / account holder | $13,070 | $17,272-24.3% | $14,255-8.3% | $12,624+3.5% |