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 | $74,627 | $192,717-61.3% | $142,449-47.6% | $139,434-46.5% |
| Participation rate | 75.0% | 81.5%-6.5pp | 76.8%-1.8pp | 80.3%-5.3pp |
| Annual return | 11.42% | 17.99%-6.6pp | 19.99%-8.6pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,186 | $5,806-62.4% | $4,847-54.9% | $4,751-54.0% |
| Participant deferral / active EE | $8,795 | $7,208+22.0% | $6,283+40.0% | $6,710+31.1% |
| Admin fee / account holder | $2,174 | $15,124-85.6% | $10,011-78.3% | $11,403-80.9% |