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 | $52,665 | $124,281-57.6% | $109,143-51.7% | $167,490-68.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 16.91% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $3,227 | $4,207-23.3% | $3,722-13.3% | $4,837-33.3% |
| Participant deferral / active EE | $4,846 | $5,255-7.8% | $4,653+4.1% | $6,341-23.6% |
| Admin fee / account holder | $6,477 | $7,970-18.7% | $6,752-4.1% | $12,309-47.4% |