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 | $89,991 | $165,335-45.6% | $149,696-39.9% | $158,922-43.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.68% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,387 | $5,103-33.6% | $4,644-27.1% | $4,761-28.9% |
| Participant deferral / active EE | $9,028 | $7,181+25.7% | $6,842+32.0% | $5,982+50.9% |
| Admin fee / account holder | $608 | $10,807-94.4% | $9,309-93.5% | $11,246-94.6% |