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 | $80,688 | $185,822-56.6% | $169,993-52.5% | $139,434-42.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 15.39% | 60.50%-45.1pp | 53.37%-38.0pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,277 | $7,590-70.0% | $6,785-66.4% | $4,751-52.1% |
| Participant deferral / active EE | $3,230 | $11,622-72.2% | $10,408-69.0% | $6,710-51.9% |
| Admin fee / account holder | $801 | $15,381-94.8% | $12,815-93.8% | $11,403-93.0% |