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 | $69,975 | $183,519-61.9% | $155,509-55.0% | $145,922-52.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.09% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,711 | $5,313-49.0% | $4,672-42.0% | $4,660-41.8% |
| Participant deferral / active EE | $4,364 | $6,462-32.5% | $5,626-22.4% | $6,688-34.7% |
| Admin fee / account holder | $792 | $19,313-95.9% | $15,912-95.0% | $13,397-94.1% |