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 | $108,004 | $148,534-27.3% | $135,903-20.5% | $139,434-22.5% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 20.72% | 79.19%-58.5pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $3,666 | $5,243-30.1% | $4,856-24.5% | $4,751-22.8% |
| Participant deferral / active EE | $9,603 | $8,100+18.6% | $7,758+23.8% | $6,710+43.1% |
| Admin fee / account holder | $14,299 | $12,400+15.3% | $10,762+32.9% | $11,403+25.4% |