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 | $61,273 | $107,934-43.2% | $91,989-33.4% | $152,861-59.9% |
| Participation rate | 70.6% | 81.2%-10.6pp | 78.6%-8.0pp | 82.4%-11.9pp |
| Annual return | 22.73% | 89.24%-66.5pp | 69.02%-46.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,354 | $6,364-63.0% | $5,923-60.3% | $5,850-59.8% |
| Admin fee / account holder | $2,635 | $10,520-75.0% | $7,743-66.0% | $11,596-77.3% |