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 | $77,097 | $202,432-61.9% | $169,368-54.5% | $139,434-44.7% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.78% | 531.74%-518.0pp | 405.60%-391.8pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,767 | $4,692-41.0% | $4,013-31.0% | $4,751-41.7% |
| Participant deferral / active EE | $7,761 | $6,938+11.9% | $6,221+24.7% | $6,710+15.7% |
| Admin fee / account holder | $1,140 | $10,708-89.4% | $9,003-87.3% | $11,403-90.0% |