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 | $76,683 | $106,515-28.0% | $96,683-20.7% | $139,434-45.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 20.22% | 38.43%-18.2pp | 35.69%-15.5pp | 372.94%-352.7pp |
| Employer contribution / active EE | $2,449 | $4,103-40.3% | $3,737-34.5% | $4,751-48.5% |
| Participant deferral / active EE | $8,143 | $5,454+49.3% | $4,878+66.9% | $6,710+21.4% |
| Admin fee / account holder | $7,218 | $7,877-8.4% | $6,730+7.3% | $11,403-36.7% |