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 | $81,697 | $115,770-29.4% | $101,248-19.3% | $158,922-48.6% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 22.78% | 56.14%-33.4pp | 46.47%-23.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,511 | $4,175-39.9% | $3,660-31.4% | $4,761-47.3% |
| Participant deferral / active EE | $4,939 | $4,957-0.4% | $4,370+13.0% | $5,982-17.4% |
| Admin fee / account holder | $564 | $7,245-92.2% | $5,945-90.5% | $11,246-95.0% |