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 | $35,544 | $105,126-66.2% | $94,646-62.4% | $139,434-74.5% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 27.40% | 38.03%-10.6pp | 156.71%-129.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,728 | $4,106-33.6% | $3,672-25.7% | $4,751-42.6% |
| Participant deferral / active EE | $5,432 | $7,599-28.5% | $7,418-26.8% | $6,710-19.0% |
| Admin fee / account holder | $4,746 | $8,984-47.2% | $7,231-34.4% | $11,403-58.4% |