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 | $90,998 | $148,534-38.7% | $135,903-33.0% | $139,434-34.7% |
| Participation rate | 76.2% | 83.9%-7.7pp | 81.9%-5.7pp | 80.3%-4.1pp |
| Annual return | 18.51% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,704 | $5,243-10.3% | $4,856-3.1% | $4,751-1.0% |
| Participant deferral / active EE | $8,046 | $8,100-0.7% | $7,758+3.7% | $6,710+19.9% |
| Admin fee / account holder | $2,042 | $12,400-83.5% | $10,762-81.0% | $11,403-82.1% |