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 | $116,493 | $185,822-37.3% | $169,993-31.5% | $139,434-16.5% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 15.43% | 60.50%-45.1pp | 53.37%-37.9pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,641 | $7,590-78.4% | $6,785-75.8% | $4,751-65.5% |
| Participant deferral / active EE | $7,969 | $11,622-31.4% | $10,408-23.4% | $6,710+18.8% |
| Admin fee / account holder | $1,622 | $15,381-89.5% | $12,815-87.3% | $11,403-85.8% |