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 | $117,368 | $185,822-36.8% | $169,993-31.0% | $139,434-15.8% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 15.62% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,892 | $7,590-61.9% | $6,785-57.4% | $4,751-39.1% |
| Participant deferral / active EE | $6,062 | $11,622-47.8% | $10,408-41.8% | $6,710-9.7% |
| Admin fee / account holder | $7,335 | $15,381-52.3% | $12,815-42.8% | $11,403-35.7% |