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 | $108,266 | $179,726-39.8% | $156,263-30.7% | $142,382-24.0% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 14.38% | 77.86%-63.5pp | 59.47%-45.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,182 | $5,069+41.7% | $4,333+65.8% | $4,299+67.1% |
| Participant deferral / active EE | $12,326 | $6,956+77.2% | $6,158+100.2% | $6,507+89.4% |
| Admin fee / account holder | $23,515 | $17,272+36.1% | $14,255+65.0% | $12,624+86.3% |