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 | $91,499 | $177,572-48.5% | $154,803-40.9% | $142,382-35.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 15.36% | 65.07%-49.7pp | 58.88%-43.5pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,538 | $4,810-47.2% | $4,305-41.0% | $4,299-41.0% |
| Participant deferral / active EE | $3,413 | $6,272-45.6% | $5,540-38.4% | $6,507-47.5% |
| Admin fee / account holder | $1,139 | $16,786-93.2% | $14,329-92.1% | $12,624-91.0% |