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 | $49,115 | $157,256-68.8% | $141,162-65.2% | $152,861-67.9% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 16.32% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,973 | $5,261-62.5% | $4,735-58.3% | $4,762-58.6% |
| Participant deferral / active EE | $4,313 | $7,109-39.3% | $6,709-35.7% | $5,850-26.3% |
| Admin fee / account holder | $4,076 | $12,120-66.4% | $10,261-60.3% | $11,596-64.9% |