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 | $127,610 | $178,174-28.4% | $156,181-18.3% | $137,256-7.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.49% | 84.19%-65.7pp | 64.87%-46.4pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,604 | $4,972-47.6% | $4,294-39.4% | $4,156-37.4% |
| Participant deferral / active EE | $7,619 | $6,888+10.6% | $6,132+24.3% | $6,407+18.9% |
| Admin fee / account holder | $9,764 | $17,404-43.9% | $14,586-33.1% | $12,270-20.4% |