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 | $110,811 | $177,572-37.6% | $154,803-28.4% | $142,382-22.2% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 14.85% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,263 | $4,810+9.4% | $4,305+22.2% | $4,299+22.4% |
| Participant deferral / active EE | $4,185 | $6,272-33.3% | $5,540-24.5% | $6,507-35.7% |
| Admin fee / account holder | $9,521 | $16,786-43.3% | $14,329-33.6% | $12,624-24.6% |