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 | $63,294 | $148,534-57.4% | $135,903-53.4% | $139,434-54.6% |
| Participation rate | 78.3% | 83.9%-5.6pp | 81.9%-3.6pp | 80.3%-2.1pp |
| Annual return | 18.68% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,171 | $5,243+17.7% | $4,856+27.1% | $4,751+29.9% |
| Participant deferral / active EE | $14,028 | $8,100+73.2% | $7,758+80.8% | $6,710+109.1% |
| Admin fee / account holder | $11,500 | $12,400-7.3% | $10,762+6.9% | $11,403+0.9% |