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 | $115,515 | $214,378-46.1% | $200,582-42.4% | $142,382-18.9% |
| Participation rate | 70.6% | 87.4%-16.9pp | 86.9%-16.3pp | 80.1%-9.5pp |
| Annual return | 37.16% | 46.41%-9.2pp | 42.33%-5.2pp | 217.08%-179.9pp |
| Employer contribution / active EE | $1,863 | $6,841-72.8% | $6,419-71.0% | $4,299-56.7% |
| Participant deferral / active EE | $16,594 | $9,865+68.2% | $9,331+77.8% | $6,507+155.0% |
| Admin fee / account holder | $3,375 | $17,692-80.9% | $16,305-79.3% | $12,624-73.3% |