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 | $82,635 | $148,534-44.4% | $135,903-39.2% | $139,434-40.7% |
| Participation rate | 70.8% | 83.9%-13.0pp | 81.9%-11.1pp | 80.3%-9.5pp |
| Annual return | 16.70% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,736 | $5,243-28.7% | $4,856-23.1% | $4,751-21.4% |
| Participant deferral / active EE | $7,004 | $8,100-13.5% | $7,758-9.7% | $6,710+4.4% |
| Admin fee / account holder | $1,214 | $12,400-90.2% | $10,762-88.7% | $11,403-89.4% |