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 | $140,680 | $197,591-28.8% | $177,821-20.9% | $158,922-11.5% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 23.53% | 58.76%-35.2pp | 48.32%-24.8pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,478 | $6,697-63.0% | $5,918-58.1% | $4,761-48.0% |
| Participant deferral / active EE | $6,379 | $8,405-24.1% | $7,714-17.3% | $5,982+6.6% |
| Admin fee / account holder | $6,310 | $15,399-59.0% | $12,427-49.2% | $11,246-43.9% |