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 | $65,155 | $148,534-56.1% | $135,903-52.1% | $139,434-53.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.96% | 79.19%-64.2pp | 68.23%-53.3pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,947 | $5,243-62.9% | $4,856-59.9% | $4,751-59.0% |
| Participant deferral / active EE | $6,268 | $8,100-22.6% | $7,758-19.2% | $6,710-6.6% |
| Admin fee / account holder | $549 | $12,400-95.6% | $10,762-94.9% | $11,403-95.2% |