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 | $86,582 | $202,432-57.2% | $169,368-48.9% | $139,434-37.9% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.88% | 531.74%-519.9pp | 405.60%-393.7pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,332 | $4,692-50.3% | $4,013-41.9% | $4,751-50.9% |
| Participant deferral / active EE | $4,498 | $6,938-35.2% | $6,221-27.7% | $6,710-33.0% |
| Admin fee / account holder | $2,476 | $10,708-76.9% | $9,003-72.5% | $11,403-78.3% |