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 | $62,086 | $124,319-50.1% | $111,297-44.2% | $167,490-62.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 20.92% | 37.44%-16.5pp | 54.65%-33.7pp | 478.56%-457.6pp |
| Employer contribution / active EE | $1,501 | $3,435-56.3% | $2,731-45.0% | $4,837-69.0% |
| Participant deferral / active EE | $3,814 | $5,180-26.4% | $4,487-15.0% | $6,341-39.9% |
| Admin fee / account holder | $771 | $10,618-92.7% | $7,964-90.3% | $12,309-93.7% |