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 | $46,775 | $177,572-73.7% | $154,803-69.8% | $142,382-67.1% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 12.77% | 65.07%-52.3pp | 58.88%-46.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,578 | $4,810-67.2% | $4,305-63.3% | $4,299-63.3% |
| Participant deferral / active EE | $3,810 | $6,272-39.2% | $5,540-31.2% | $6,507-41.4% |
| Admin fee / account holder | $3,075 | $16,786-81.7% | $14,329-78.5% | $12,624-75.6% |