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 | $139,144 | $209,336-33.5% | $197,124-29.4% | $137,256+1.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 22.79% | 48.09%-25.3pp | 44.34%-21.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,539 | $6,591-61.5% | $6,227-59.2% | $4,156-38.9% |
| Participant deferral / active EE | $8,706 | $9,614-9.4% | $9,135-4.7% | $6,407+35.9% |
| Admin fee / account holder | $8,131 | $17,308-53.0% | $16,298-50.1% | $12,270-33.7% |