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 | $83,285 | $157,256-47.0% | $141,162-41.0% | $152,861-45.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.87% | 64.32%-44.5pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,617 | $5,261-31.2% | $4,735-23.6% | $4,762-24.0% |
| Participant deferral / active EE | $6,578 | $7,109-7.5% | $6,709-1.9% | $5,850+12.4% |
| Admin fee / account holder | $11,139 | $12,120-8.1% | $10,261+8.6% | $11,596-3.9% |