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 | $68,433 | $148,534-53.9% | $135,903-49.6% | $139,434-50.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.39% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,450 | $5,243-34.2% | $4,856-29.0% | $4,751-27.4% |
| Participant deferral / active EE | $5,157 | $8,100-36.3% | $7,758-33.5% | $6,710-23.1% |
| Admin fee / account holder | $8,023 | $12,400-35.3% | $10,762-25.5% | $11,403-29.6% |