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 | $56,340 | $74,888-24.8% | $71,209-20.9% | $142,382-60.4% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 16.66% | 345.14%-328.5pp | 282.51%-265.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $772 | $2,854-73.0% | $2,721-71.6% | $4,299-82.0% |
| Participant deferral / active EE | $2,395 | $4,454-46.2% | $4,175-42.6% | $6,507-63.2% |
| Admin fee / account holder | $2,926 | $5,568-47.5% | $5,349-45.3% | $12,624-76.8% |