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 | $51,081 | $148,534-65.6% | $135,903-62.4% | $139,434-63.4% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 15.68% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $3,966 | $5,243-24.3% | $4,856-18.3% | $4,751-16.5% |
| Participant deferral / active EE | $9,180 | $8,100+13.3% | $7,758+18.3% | $6,710+36.8% |
| Admin fee / account holder | $16,471 | $12,400+32.8% | $10,762+53.0% | $11,403+44.4% |