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 | $51,903 | $175,202-70.4% | $149,673-65.3% | $139,434-62.8% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 13.68% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $1,925 | $5,474-64.8% | $4,818-60.0% | $4,751-59.5% |
| Participant deferral / active EE | $4,875 | $6,519-25.2% | $5,680-14.2% | $6,710-27.4% |
| Admin fee / account holder | $1,434 | $16,150-91.1% | $13,210-89.1% | $11,403-87.4% |