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 | $72,318 | $159,602-54.7% | $150,045-51.8% | $142,382-49.2% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 14.83% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,920 | $4,961-41.1% | $4,693-37.8% | $4,299-32.1% |
| Participant deferral / active EE | $4,078 | $8,310-50.9% | $7,997-49.0% | $6,507-37.3% |
| Admin fee / account holder | $2,759 | $14,846-81.4% | $13,435-79.5% | $12,624-78.1% |