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 | $152,611 | $201,272-24.2% | $184,203-17.2% | $145,922+4.6% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 17.00% | 29.00%-12.0pp | 28.81%-11.8pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,750 | $7,022-60.8% | $6,427-57.2% | $4,660-41.0% |
| Participant deferral / active EE | $14,012 | $9,806+42.9% | $9,131+53.4% | $6,688+109.5% |
| Admin fee / account holder | $5,308 | $16,364-67.6% | $13,901-61.8% | $13,397-60.4% |