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 | $56,688 | $165,984-65.8% | $164,813-65.6% | $145,922-61.2% |
| Participation rate | 70.8% | 82.0%-11.2pp | 78.6%-7.8pp | 80.3%-9.4pp |
| Annual return | 13.03% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,149 | $5,273-59.2% | $4,341-50.5% | $4,660-53.9% |
| Participant deferral / active EE | $4,372 | $6,959-37.2% | $6,031-27.5% | $6,688-34.6% |
| Admin fee / account holder | $6,326 | $16,648-62.0% | $12,690-50.2% | $13,397-52.8% |