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 | $107,002 | $157,256-32.0% | $141,162-24.2% | $152,861-30.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 21.35% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,881 | $5,261-64.2% | $4,735-60.3% | $4,762-60.5% |
| Participant deferral / active EE | $6,909 | $7,109-2.8% | $6,709+3.0% | $5,850+18.1% |
| Admin fee / account holder | $50,053 | $12,120+313.0% | $10,261+387.8% | $11,596+331.6% |