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 | $76,420 | $148,534-48.6% | $135,903-43.8% | $139,434-45.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.35% | 79.19%-53.8pp | 68.23%-42.9pp | 372.94%-347.6pp |
| Employer contribution / active EE | $2,869 | $5,243-45.3% | $4,856-40.9% | $4,751-39.6% |
| Participant deferral / active EE | $4,302 | $8,100-46.9% | $7,758-44.5% | $6,710-35.9% |
| Admin fee / account holder | $4,633 | $12,400-62.6% | $10,762-56.9% | $11,403-59.4% |