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 | $116,242 | $228,332-49.1% | $185,823-37.4% | $158,922-26.9% |
| Participation rate | 76.9% | 82.3%-5.4pp | 78.0%-1.1pp | 82.0%-5.0pp |
| Annual return | 13.95% | 40.80%-26.9pp | 35.95%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,917 | $4,967-41.3% | $4,087-28.6% | $4,761-38.7% |
| Participant deferral / active EE | $7,743 | $6,415+20.7% | $5,632+37.5% | $5,982+29.4% |
| Admin fee / account holder | $1,012 | $11,864-91.5% | $9,500-89.3% | $11,246-91.0% |