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 | $116,050 | $227,553-49.0% | $189,557-38.8% | $167,490-30.7% |
| Participation rate | 76.9% | 82.5%-5.6pp | 78.4%-1.5pp | 82.1%-5.2pp |
| Annual return | 18.79% | 78.40%-59.6pp | 64.17%-45.4pp | 478.56%-459.8pp |
| Employer contribution / active EE | $824 | $5,316-84.5% | $4,412-81.3% | $4,837-83.0% |
| Participant deferral / active EE | $2,024 | $7,002-71.1% | $6,174-67.2% | $6,341-68.1% |
| Admin fee / account holder | $11,657 | $11,878-1.9% | $9,807+18.9% | $12,309-5.3% |