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 | $79,143 | $124,281-36.3% | $109,143-27.5% | $167,490-52.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 16.43% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,094 | $4,207-74.0% | $3,722-70.6% | $4,837-77.4% |
| Participant deferral / active EE | $3,759 | $5,255-28.5% | $4,653-19.2% | $6,341-40.7% |
| Admin fee / account holder | $8,696 | $7,970+9.1% | $6,752+28.8% | $12,309-29.4% |