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 | $125,206 | $214,378-41.6% | $200,582-37.6% | $142,382-12.1% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 14.81% | 46.41%-31.6pp | 42.33%-27.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,551 | $6,841-62.7% | $6,419-60.3% | $4,299-40.7% |
| Participant deferral / active EE | $8,016 | $9,865-18.7% | $9,331-14.1% | $6,507+23.2% |
| Admin fee / account holder | $5,429 | $17,692-69.3% | $16,305-66.7% | $12,624-57.0% |