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 | $35,041 | $107,334-67.4% | $92,893-62.3% | $152,861-77.1% |
| Participation rate | 73.9% | 79.8%-5.9pp | 76.0%-2.1pp | 82.4%-8.5pp |
| Annual return | 35.83% | 145.58%-109.7pp | 109.41%-73.6pp | 345.32%-309.5pp |
| Employer contribution / active EE | $2,023 | $4,221-52.1% | $3,653-44.6% | $4,762-57.5% |
| Participant deferral / active EE | $5,292 | $4,845+9.2% | $4,236+24.9% | $5,850-9.5% |
| Admin fee / account holder | $5,600 | $7,079-20.9% | $5,794-3.3% | $11,596-51.7% |