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 | $97,516 | $154,228-36.8% | $145,433-32.9% | $137,256-29.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 17.67% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,381 | $4,804-8.8% | $4,554-3.8% | $4,156+5.4% |
| Participant deferral / active EE | $8,750 | $8,216+6.5% | $7,897+10.8% | $6,407+36.6% |
| Admin fee / account holder | $19,294 | $14,344+34.5% | $13,129+47.0% | $12,270+57.2% |