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 | $117,700 | $227,553-48.3% | $189,557-37.9% | $167,490-29.7% |
| Participation rate | 95.0% | 82.5%+12.5pp | 78.4%+16.6pp | 82.1%+12.9pp |
| Annual return | 13.27% | 78.40%-65.1pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $2,612 | $5,316-50.9% | $4,412-40.8% | $4,837-46.0% |
| Participant deferral / active EE | $5,213 | $7,002-25.6% | $6,174-15.6% | $6,341-17.8% |
| Admin fee / account holder | $8,387 | $11,878-29.4% | $9,807-14.5% | $12,309-31.9% |