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 | $108,797 | $179,726-39.5% | $156,263-30.4% | $142,382-23.6% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.9%-8.9pp | 80.1%-10.1pp |
| Annual return | 10.42% | 77.86%-67.4pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,586 | $5,069-68.7% | $4,333-63.4% | $4,299-63.1% |
| Participant deferral / active EE | $2,453 | $6,956-64.7% | $6,158-60.2% | $6,507-62.3% |
| Admin fee / account holder | $1,725 | $17,272-90.0% | $14,255-87.9% | $12,624-86.3% |