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 | $57,159 | $198,466-71.2% | $170,442-66.5% | $147,584-61.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 15.37% | 257.29%-241.9pp | 205.93%-190.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $3,020 | $6,184-51.2% | $5,433-44.4% | $4,876-38.1% |
| Participant deferral / active EE | $3,961 | $5,629-29.6% | $4,939-19.8% | $5,439-27.2% |
| Admin fee / account holder | $25,024 | $16,852+48.5% | $13,880+80.3% | $10,885+129.9% |