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 | $114,761 | $159,602-28.1% | $150,045-23.5% | $142,382-19.4% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.3%-12.3pp | 80.1%-10.1pp |
| Annual return | 54.25% | 70.24%-16.0pp | 62.55%-8.3pp | 217.08%-162.8pp |
| Employer contribution / active EE | $2,197 | $4,961-55.7% | $4,693-53.2% | $4,299-48.9% |
| Participant deferral / active EE | $4,485 | $8,310-46.0% | $7,997-43.9% | $6,507-31.1% |
| Admin fee / account holder | $3,032 | $14,846-79.6% | $13,435-77.4% | $12,624-76.0% |