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 | $128,509 | $183,519-30.0% | $155,509-17.4% | $145,922-11.9% |
| Participation rate | 70.8% | 82.7%-11.8pp | 78.2%-7.4pp | 80.3%-9.4pp |
| Annual return | 17.80% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.5pp |
| Employer contribution / active EE | $3,381 | $5,313-36.4% | $4,672-27.7% | $4,660-27.5% |
| Participant deferral / active EE | $7,174 | $6,462+11.0% | $5,626+27.5% | $6,688+7.3% |
| Admin fee / account holder | $15,812 | $19,313-18.1% | $15,912-0.6% | $13,397+18.0% |