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 | $93,275 | $135,952-31.4% | $123,892-24.7% | $273,961-66.0% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 8.79% | 56.63%-47.8pp | 47.52%-38.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,552 | $5,170-50.6% | $4,617-44.7% | $4,869-47.6% |
| Participant deferral / active EE | $9,016 | $6,343+42.2% | $5,984+50.7% | $5,287+70.5% |
| Admin fee / account holder | $20,314 | $9,817+106.9% | $8,357+143.1% | $10,132+100.5% |