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 | $71,650 | $175,202-59.1% | $149,673-52.1% | $139,434-48.6% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.08% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,325 | $5,474-39.3% | $4,818-31.0% | $4,751-30.0% |
| Participant deferral / active EE | $7,022 | $6,519+7.7% | $5,680+23.6% | $6,710+4.6% |
| Admin fee / account holder | $953 | $16,150-94.1% | $13,210-92.8% | $11,403-91.6% |