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 | $96,383 | $179,726-46.4% | $156,263-38.3% | $142,382-32.3% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 18.71% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,374 | $5,069-53.2% | $4,333-45.2% | $4,299-44.8% |
| Participant deferral / active EE | $6,969 | $6,956+0.2% | $6,158+13.2% | $6,507+7.1% |
| Admin fee / account holder | $620 | $17,272-96.4% | $14,255-95.6% | $12,624-95.1% |