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 | $127,038 | $201,259-36.9% | $184,200-31.0% | $145,959-13.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.18% | 28.98%-15.8pp | 28.80%-15.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,214 | $7,018-68.5% | $6,424-65.5% | $4,661-52.5% |
| Participant deferral / active EE | $5,071 | $9,806-48.3% | $9,132-44.5% | $6,689-24.2% |
| Admin fee / account holder | $6,300 | $16,372-61.5% | $13,907-54.7% | $13,398-53.0% |