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 | $117,791 | $197,591-40.4% | $177,821-33.8% | $158,922-25.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 8.88% | 58.76%-49.9pp | 48.32%-39.4pp | 302.83%-293.9pp |
| Employer contribution / active EE | $3,263 | $6,697-51.3% | $5,918-44.9% | $4,761-31.5% |
| Participant deferral / active EE | $7,006 | $8,405-16.6% | $7,714-9.2% | $5,982+17.1% |
| Admin fee / account holder | $1,651 | $15,399-89.3% | $12,427-86.7% | $11,246-85.3% |