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 | $107,258 | $157,256-31.8% | $141,162-24.0% | $152,861-29.8% |
| Participation rate | 78.6% | 84.8%-6.2pp | 82.5%-3.9pp | 82.4%-3.9pp |
| Annual return | 17.93% | 64.32%-46.4pp | 71.39%-53.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,118 | $5,261-59.7% | $4,735-55.3% | $4,762-55.5% |
| Participant deferral / active EE | $6,337 | $7,109-10.9% | $6,709-5.5% | $5,850+8.3% |
| Admin fee / account holder | $4,812 | $12,120-60.3% | $10,261-53.1% | $11,596-58.5% |