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 | $68,396 | $227,553-69.9% | $189,557-63.9% | $167,490-59.2% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 13.11% | 78.40%-65.3pp | 64.17%-51.1pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,764 | $5,316-48.0% | $4,412-37.4% | $4,837-42.9% |
| Participant deferral / active EE | $5,797 | $7,002-17.2% | $6,174-6.1% | $6,341-8.6% |
| Admin fee / account holder | $12,658 | $11,878+6.6% | $9,807+29.1% | $12,309+2.8% |