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 | $32,555 | $138,065-76.4% | $123,544-73.6% | $135,375-76.0% |
| Participation rate | 73.7% | 84.7%-11.1pp | 82.3%-8.6pp | 82.6%-9.0pp |
| Annual return | 15.11% | 153.68%-138.6pp | 119.20%-104.1pp | 519.73%-504.6pp |
| Employer contribution / active EE | $1,493 | $5,151-71.0% | $4,628-67.7% | $4,779-68.8% |
| Participant deferral / active EE | $3,434 | $6,799-49.5% | $6,426-46.6% | $5,609-38.8% |
| Admin fee / account holder | $9,847 | $10,916-9.8% | $9,284+6.1% | $10,827-9.1% |