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 | $111,113 | $198,466-44.0% | $170,442-34.8% | $147,584-24.7% |
| Participation rate | 77.3% | 88.0%-10.7pp | 83.6%-6.3pp | 82.8%-5.6pp |
| Annual return | 15.26% | 257.29%-242.0pp | 205.93%-190.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $3,484 | $6,184-43.7% | $5,433-35.9% | $4,876-28.6% |
| Participant deferral / active EE | $2,865 | $5,629-49.1% | $4,939-42.0% | $5,439-47.3% |
| Admin fee / account holder | $29,154 | $16,852+73.0% | $13,880+110.0% | $10,885+167.8% |