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 | $61,511 | $106,515-42.3% | $96,683-36.4% | $139,434-55.9% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 25.40% | 38.43%-13.0pp | 35.69%-10.3pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,913 | $4,103-53.4% | $3,737-48.8% | $4,751-59.7% |
| Participant deferral / active EE | $6,382 | $5,454+17.0% | $4,878+30.8% | $6,710-4.9% |
| Admin fee / account holder | $1,112 | $7,877-85.9% | $6,730-83.5% | $11,403-90.2% |