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 | $78,359 | $165,984-52.8% | $164,813-52.5% | $145,922-46.3% |
| Participation rate | 77.3% | 82.0%-4.7pp | 78.6%-1.3pp | 80.3%-3.0pp |
| Annual return | 16.98% | 100.03%-83.1pp | 69.93%-53.0pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,259 | $5,273-38.2% | $4,341-24.9% | $4,660-30.1% |
| Participant deferral / active EE | $8,025 | $6,959+15.3% | $6,031+33.1% | $6,688+20.0% |
| Admin fee / account holder | $10,781 | $16,648-35.2% | $12,690-15.0% | $13,397-19.5% |