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 | $139,880 | $179,726-22.2% | $156,263-10.5% | $142,382-1.8% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.9%-1.6pp | 80.1%-2.8pp |
| Annual return | 17.00% | 77.86%-60.9pp | 59.47%-42.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,364 | $5,069-13.9% | $4,333+0.7% | $4,299+1.5% |
| Participant deferral / active EE | $11,644 | $6,956+67.4% | $6,158+89.1% | $6,507+78.9% |
| Admin fee / account holder | $6,679 | $17,272-61.3% | $14,255-53.1% | $12,624-47.1% |