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 | $66,279 | $116,175-42.9% | $93,606-29.2% | $152,861-56.6% |
| Participation rate | 86.7% | 78.0%+8.6pp | 75.8%+10.8pp | 82.4%+4.2pp |
| Annual return | 18.05% | 35.96%-17.9pp | 32.76%-14.7pp | 345.32%-327.3pp |
| Employer contribution / active EE | $2,858 | $3,218-11.2% | $2,718+5.1% | $4,762-40.0% |
| Participant deferral / active EE | $2,075 | $4,603-54.9% | $4,069-49.0% | $5,850-64.5% |
| Admin fee / account holder | $4,885 | $10,748-54.5% | $7,888-38.1% | $11,596-57.9% |