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 | $37,054 | $152,587-75.7% | $125,175-70.4% | $152,861-75.8% |
| Participation rate | 70.8% | 83.3%-12.5pp | 79.8%-8.9pp | 82.4%-11.6pp |
| Annual return | 26.60% | 54.84%-28.2pp | 43.79%-17.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,662 | $4,946-66.4% | $3,865-57.0% | $4,762-65.1% |
| Participant deferral / active EE | $3,102 | $5,868-47.1% | $4,937-37.2% | $5,850-47.0% |
| Admin fee / account holder | $5,655 | $13,434-57.9% | $9,702-41.7% | $11,596-51.2% |