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 | $35,544 | $108,919-67.4% | $100,391-64.6% | $145,922-75.6% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 17.81% | 57.88%-40.1pp | 49.20%-31.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,682 | $4,419-39.3% | $3,942-32.0% | $4,660-42.4% |
| Participant deferral / active EE | $4,527 | $8,445-46.4% | $8,082-44.0% | $6,688-32.3% |
| Admin fee / account holder | $3,474 | $9,689-64.1% | $7,899-56.0% | $13,397-74.1% |