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 | $43,351 | $165,984-73.9% | $164,813-73.7% | $145,922-70.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 18.70% | 100.03%-81.3pp | 69.93%-51.2pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,970 | $5,273-62.6% | $4,341-54.6% | $4,660-57.7% |
| Participant deferral / active EE | $2,854 | $6,959-59.0% | $6,031-52.7% | $6,688-57.3% |
| Admin fee / account holder | $875 | $16,648-94.7% | $12,690-93.1% | $13,397-93.5% |