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 | $60,010 | $175,202-65.7% | $149,673-59.9% | $139,434-57.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.14% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,635 | $5,474-70.1% | $4,818-66.1% | $4,751-65.6% |
| Participant deferral / active EE | $3,977 | $6,519-39.0% | $5,680-30.0% | $6,710-40.7% |
| Admin fee / account holder | $1,135 | $16,150-93.0% | $13,210-91.4% | $11,403-90.0% |