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 | $122,614 | $157,256-22.0% | $141,162-13.1% | $152,861-19.8% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 24.74% | 64.32%-39.6pp | 71.39%-46.7pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,882 | $5,261-45.2% | $4,735-39.1% | $4,762-39.5% |
| Participant deferral / active EE | $5,940 | $7,109-16.4% | $6,709-11.5% | $5,850+1.5% |
| Admin fee / account holder | $5,944 | $12,120-51.0% | $10,261-42.1% | $11,596-48.7% |