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 | $113,476 | $165,335-31.4% | $149,696-24.2% | $158,922-28.6% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 17.17% | 348.15%-331.0pp | 276.60%-259.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $3,306 | $5,103-35.2% | $4,644-28.8% | $4,761-30.6% |
| Participant deferral / active EE | $9,463 | $7,181+31.8% | $6,842+38.3% | $5,982+58.2% |
| Admin fee / account holder | $19,174 | $10,807+77.4% | $9,309+106.0% | $11,246+70.5% |