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 | $33,183 | $74,888-55.7% | $71,209-53.4% | $142,382-76.7% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 14.39% | 345.14%-330.7pp | 282.51%-268.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $961 | $2,854-66.3% | $2,721-64.7% | $4,299-77.6% |
| Participant deferral / active EE | $1,013 | $4,454-77.3% | $4,175-75.7% | $6,507-84.4% |
| Admin fee / account holder | $2,647 | $5,568-52.5% | $5,349-50.5% | $12,624-79.0% |