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 | $110,333 | $177,572-37.9% | $154,803-28.7% | $142,382-22.5% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 14.95% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $6,656 | $4,810+38.4% | $4,305+54.6% | $4,299+54.8% |
| Participant deferral / active EE | $2,708 | $6,272-56.8% | $5,540-51.1% | $6,507-58.4% |
| Admin fee / account holder | $7,311 | $16,786-56.4% | $14,329-49.0% | $12,624-42.1% |