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 | $98,406 | $201,272-51.1% | $184,203-46.6% | $145,922-32.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.25% | 29.00%-17.8pp | 28.81%-17.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,368 | $7,022-66.3% | $6,427-63.2% | $4,660-49.2% |
| Participant deferral / active EE | $5,431 | $9,806-44.6% | $9,131-40.5% | $6,688-18.8% |
| Admin fee / account holder | $1,770 | $16,364-89.2% | $13,901-87.3% | $13,397-86.8% |