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 | $69,900 | $137,414-49.1% | $189,513-63.1% | $85,850-18.6% |
| Participation rate | 83.7% | 84.6%-0.9pp | 87.8%-4.1pp | 69.3%+14.4pp |
| Annual return | 13.06% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,268 | $4,344-47.8% | $6,162-63.2% | $2,565-11.6% |
| Participant deferral / active EE | $3,994 | $6,260-36.2% | $8,221-51.4% | $3,952+1.1% |
| Admin fee / account holder | $1,921 | $8,630-77.7% | $12,045-84.1% | $6,260-69.3% |