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 | $143,791 | $201,272-28.6% | $184,203-21.9% | $145,922-1.5% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 11.05% | 29.00%-18.0pp | 28.81%-17.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,989 | $7,022-71.7% | $6,427-69.0% | $4,660-57.3% |
| Participant deferral / active EE | $7,575 | $9,806-22.8% | $9,131-17.0% | $6,688+13.3% |
| Admin fee / account holder | $3,439 | $16,364-79.0% | $13,901-75.3% | $13,397-74.3% |