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 | $58,313 | $148,534-60.7% | $135,903-57.1% | $139,434-58.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.36% | 79.19%-63.8pp | 68.23%-52.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,327 | $5,243-55.6% | $4,856-52.1% | $4,751-51.0% |
| Participant deferral / active EE | $3,673 | $8,100-54.7% | $7,758-52.7% | $6,710-45.3% |
| Admin fee / account holder | $1,713 | $12,400-86.2% | $10,762-84.1% | $11,403-85.0% |