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 | $68,960 | $159,602-56.8% | $150,045-54.0% | $142,382-51.6% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.3%-10.1pp | 80.1%-7.9pp |
| Annual return | 39.67% | 70.24%-30.6pp | 62.55%-22.9pp | 217.08%-177.4pp |
| Employer contribution / active EE | $1,223 | $4,961-75.4% | $4,693-73.9% | $4,299-71.6% |
| Participant deferral / active EE | $4,817 | $8,310-42.0% | $7,997-39.8% | $6,507-26.0% |
| Admin fee / account holder | $870 | $14,846-94.1% | $13,435-93.5% | $12,624-93.1% |