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 | $53,231 | $197,591-73.1% | $177,821-70.1% | $158,922-66.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 18.97% | 58.76%-39.8pp | 48.32%-29.4pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,877 | $6,697-57.0% | $5,918-51.4% | $4,761-39.6% |
| Participant deferral / active EE | $4,800 | $8,405-42.9% | $7,714-37.8% | $5,982-19.8% |
| Admin fee / account holder | $1,046 | $15,399-93.2% | $12,427-91.6% | $11,246-90.7% |