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 | $65,232 | $185,822-64.9% | $169,993-61.6% | $139,434-53.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 16.36% | 60.50%-44.1pp | 53.37%-37.0pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,571 | $7,590-66.1% | $6,785-62.1% | $4,751-45.9% |
| Participant deferral / active EE | $8,257 | $11,622-29.0% | $10,408-20.7% | $6,710+23.0% |
| Admin fee / account holder | $570 | $15,381-96.3% | $12,815-95.6% | $11,403-95.0% |