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 | $114,233 | $177,572-35.7% | $154,803-26.2% | $142,382-19.8% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 18.73% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,462 | $4,810-48.8% | $4,305-42.8% | $4,299-42.7% |
| Participant deferral / active EE | $8,719 | $6,272+39.0% | $5,540+57.4% | $6,507+34.0% |
| Admin fee / account holder | $1,070 | $16,786-93.6% | $14,329-92.5% | $12,624-91.5% |