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 | $159,368 | $214,378-25.7% | $200,582-20.5% | $142,382+11.9% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 12.19% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,607 | $6,841-47.3% | $6,419-43.8% | $4,299-16.1% |
| Participant deferral / active EE | $8,711 | $9,865-11.7% | $9,331-6.6% | $6,507+33.9% |
| Admin fee / account holder | $21,530 | $17,692+21.7% | $16,305+32.0% | $12,624+70.6% |