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 | $76,831 | $157,256-51.1% | $141,162-45.6% | $152,861-49.7% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 21.76% | 64.32%-42.6pp | 71.39%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,578 | $5,261-70.0% | $4,735-66.7% | $4,762-66.9% |
| Participant deferral / active EE | $6,592 | $7,109-7.3% | $6,709-1.8% | $5,850+12.7% |
| Admin fee / account holder | $556 | $12,120-95.4% | $10,261-94.6% | $11,596-95.2% |