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 | $99,280 | $209,411-52.6% | $178,490-44.4% | $158,922-37.5% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.38% | 188.75%-173.4pp | 151.07%-135.7pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,399 | $5,706-58.0% | $5,011-52.1% | $4,761-49.6% |
| Participant deferral / active EE | $6,965 | $5,954+17.0% | $5,202+33.9% | $5,982+16.4% |
| Admin fee / account holder | $14,525 | $17,074-14.9% | $13,984+3.9% | $11,246+29.2% |