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 | $116,418 | $165,335-29.6% | $149,696-22.2% | $158,922-26.7% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 19.38% | 348.15%-328.8pp | 276.60%-257.2pp | 302.83%-283.4pp |
| Employer contribution / active EE | $3,486 | $5,103-31.7% | $4,644-24.9% | $4,761-26.8% |
| Participant deferral / active EE | $6,190 | $7,181-13.8% | $6,842-9.5% | $5,982+3.5% |
| Admin fee / account holder | $2,326 | $10,807-78.5% | $9,309-75.0% | $11,246-79.3% |