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 | $70,732 | $90,348-21.7% | $75,972-6.9% | $145,922-51.5% |
| Participation rate | 78.9% | 74.5%+4.5pp | 69.1%+9.9pp | 80.3%-1.3pp |
| Annual return | 14.35% | 620.88%-606.5pp | 359.55%-345.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,282 | $3,311-61.3% | $2,685-52.3% | $4,660-72.5% |
| Participant deferral / active EE | $2,442 | $5,162-52.7% | $4,255-42.6% | $6,688-63.5% |
| Admin fee / account holder | $2,108 | $8,467-75.1% | $6,467-67.4% | $13,397-84.3% |