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 | $125,542 | $148,534-15.5% | $135,903-7.6% | $139,434-10.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 18.81% | 79.19%-60.4pp | 68.23%-49.4pp | 372.94%-354.1pp |
| Employer contribution / active EE | $1,869 | $5,243-64.4% | $4,856-61.5% | $4,751-60.7% |
| Participant deferral / active EE | $11,123 | $8,100+37.3% | $7,758+43.4% | $6,710+65.8% |
| Admin fee / account holder | $6,745 | $12,400-45.6% | $10,762-37.3% | $11,403-40.8% |