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 | $105,072 | $214,378-51.0% | $200,582-47.6% | $142,382-26.2% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 12.62% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $2,819 | $6,841-58.8% | $6,419-56.1% | $4,299-34.4% |
| Participant deferral / active EE | $4,101 | $9,865-58.4% | $9,331-56.1% | $6,507-37.0% |
| Admin fee / account holder | $5,126 | $17,692-71.0% | $16,305-68.6% | $12,624-59.4% |