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 | $66,841 | $102,966-35.1% | $90,281-26.0% | $152,861-56.3% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 17.73% | 95.16%-77.4pp | 78.10%-60.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,681 | $3,139-46.4% | $2,854-41.1% | $4,762-64.7% |
| Participant deferral / active EE | $1,681 | $4,281-60.7% | $3,885-56.7% | $5,850-71.3% |
| Admin fee / account holder | $1,386 | $6,171-77.5% | $5,351-74.1% | $11,596-88.1% |