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 | $72,394 | $185,822-61.0% | $169,993-57.4% | $139,434-48.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 31.63% | 60.50%-28.9pp | 53.37%-21.7pp | 372.94%-341.3pp |
| Employer contribution / active EE | $1,736 | $7,590-77.1% | $6,785-74.4% | $4,751-63.5% |
| Participant deferral / active EE | $12,993 | $11,622+11.8% | $10,408+24.8% | $6,710+93.6% |
| Admin fee / account holder | $8,353 | $15,381-45.7% | $12,815-34.8% | $11,403-26.7% |