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 | $67,984 | $149,679-54.6% | $117,039-41.9% | $147,584-53.9% |
| Participation rate | 72.7% | 83.5%-10.8pp | 77.2%-4.5pp | 82.8%-10.1pp |
| Annual return | 15.99% | 19.31%-3.3pp | 18.95%-3.0pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,376 | $4,937-72.1% | $3,785-63.6% | $4,876-71.8% |
| Participant deferral / active EE | $4,685 | $4,912-4.6% | $3,929+19.2% | $5,439-13.9% |
| Admin fee / account holder | $1,028 | $7,856-86.9% | $5,974-82.8% | $10,885-90.6% |