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 | $62,416 | $217,402-71.3% | $185,823-66.4% | $167,490-62.7% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 12.45% | 148.36%-135.9pp | 122.05%-109.6pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,117 | $5,873-46.9% | $5,167-39.7% | $4,837-35.6% |
| Participant deferral / active EE | $9,577 | $6,356+50.7% | $5,568+72.0% | $6,341+51.0% |
| Admin fee / account holder | $1,123 | $19,811-94.3% | $16,237-93.1% | $12,309-90.9% |