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 | $123,552 | $197,591-37.5% | $177,821-30.5% | $158,922-22.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 21.33% | 58.76%-37.4pp | 48.32%-27.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $3,788 | $6,697-43.4% | $5,918-36.0% | $4,761-20.4% |
| Participant deferral / active EE | $12,311 | $8,405+46.5% | $7,714+59.6% | $5,982+105.8% |
| Admin fee / account holder | $1,795 | $15,399-88.3% | $12,427-85.6% | $11,246-84.0% |