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 | $122,999 | $159,602-22.9% | $150,045-18.0% | $142,382-13.6% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.3%-1.4pp | 80.1%+0.8pp |
| Annual return | 14.39% | 70.24%-55.8pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,071 | $4,961-78.4% | $4,693-77.2% | $4,299-75.1% |
| Participant deferral / active EE | $4,318 | $8,310-48.0% | $7,997-46.0% | $6,507-33.6% |
| Admin fee / account holder | $14,307 | $14,846-3.6% | $13,435+6.5% | $12,624+13.3% |