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 | $76,737 | $179,726-57.3% | $156,263-50.9% | $142,382-46.1% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 18.92% | 77.86%-58.9pp | 59.47%-40.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,184 | $5,069-56.9% | $4,333-49.6% | $4,299-49.2% |
| Participant deferral / active EE | $3,650 | $6,956-47.5% | $6,158-40.7% | $6,507-43.9% |
| Admin fee / account holder | $3,470 | $17,272-79.9% | $14,255-75.7% | $12,624-72.5% |