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 | $119,846 | $148,534-19.3% | $135,903-11.8% | $139,434-14.0% |
| Participation rate | 77.3% | 83.9%-6.6pp | 81.9%-4.6pp | 80.3%-3.0pp |
| Annual return | 18.94% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $5,369 | $5,243+2.4% | $4,856+10.6% | $4,751+13.0% |
| Participant deferral / active EE | $9,338 | $8,100+15.3% | $7,758+20.4% | $6,710+39.2% |
| Admin fee / account holder | $11,440 | $12,400-7.7% | $10,762+6.3% | $11,403+0.3% |