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 | $113,185 | $148,534-23.8% | $135,903-16.7% | $139,434-18.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.83% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $6,337 | $5,243+20.9% | $4,856+30.5% | $4,751+33.4% |
| Participant deferral / active EE | $2,902 | $8,100-64.2% | $7,758-62.6% | $6,710-56.8% |
| Admin fee / account holder | $664 | $12,400-94.6% | $10,762-93.8% | $11,403-94.2% |