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 | $102,086 | $172,111-40.7% | $150,298-32.1% | $137,256-25.6% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 13.26% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,889 | $4,636-37.7% | $4,154-30.5% | $4,156-30.5% |
| Participant deferral / active EE | $7,104 | $6,166+15.2% | $5,453+30.3% | $6,407+10.9% |
| Admin fee / account holder | $3,604 | $16,471-78.1% | $14,116-74.5% | $12,270-70.6% |