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 | $126,410 | $148,534-14.9% | $135,903-7.0% | $139,434-9.3% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 21.73% | 79.19%-57.5pp | 68.23%-46.5pp | 372.94%-351.2pp |
| Employer contribution / active EE | $4,211 | $5,243-19.7% | $4,856-13.3% | $4,751-11.4% |
| Participant deferral / active EE | $10,709 | $8,100+32.2% | $7,758+38.0% | $6,710+59.6% |
| Admin fee / account holder | $4,589 | $12,400-63.0% | $10,762-57.4% | $11,403-59.8% |