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 | $117,279 | $157,256-25.4% | $141,162-16.9% | $152,861-23.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 22.33% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,211 | $5,261-58.0% | $4,735-53.3% | $4,762-53.6% |
| Participant deferral / active EE | $4,754 | $7,109-33.1% | $6,709-29.1% | $5,850-18.7% |
| Admin fee / account holder | $9,702 | $12,120-19.9% | $10,261-5.4% | $11,596-16.3% |