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 | $138,115 | $214,378-35.6% | $200,582-31.1% | $142,382-3.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 17.96% | 46.41%-28.4pp | 42.33%-24.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $5,979 | $6,841-12.6% | $6,419-6.9% | $4,299+39.1% |
| Participant deferral / active EE | $12,280 | $9,865+24.5% | $9,331+31.6% | $6,507+88.7% |
| Admin fee / account holder | $7,854 | $17,692-55.6% | $16,305-51.8% | $12,624-37.8% |