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 | $78,681 | $178,174-55.8% | $156,181-49.6% | $137,256-42.7% |
| Participation rate | 77.3% | 82.0%-4.8pp | 78.8%-1.6pp | 80.0%-2.7pp |
| Annual return | 17.47% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,682 | $4,972-46.0% | $4,294-37.5% | $4,156-35.5% |
| Participant deferral / active EE | $5,090 | $6,888-26.1% | $6,132-17.0% | $6,407-20.5% |
| Admin fee / account holder | $2,475 | $17,404-85.8% | $14,586-83.0% | $12,270-79.8% |