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 | $37,520 | $138,065-72.8% | $123,544-69.6% | $135,375-72.3% |
| Participation rate | 78.3% | 84.7%-6.5pp | 82.3%-4.0pp | 82.6%-4.4pp |
| Annual return | 3.23% | 153.68%-150.5pp | 119.20%-116.0pp | 519.73%-516.5pp |
| Employer contribution / active EE | $1,728 | $5,151-66.5% | $4,628-62.7% | $4,779-63.8% |
| Participant deferral / active EE | $2,659 | $6,799-60.9% | $6,426-58.6% | $5,609-52.6% |
| Admin fee / account holder | $616 | $10,916-94.4% | $9,284-93.4% | $10,827-94.3% |