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 | $94,045 | $232,540-59.6% | $185,117-49.2% | $147,584-36.3% |
| Participation rate | 95.8% | 82.4%+13.5pp | 77.3%+18.6pp | 82.8%+13.0pp |
| Annual return | 18.38% | 43.03%-24.7pp | 40.50%-22.1pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,920 | $5,195-63.0% | $4,182-54.1% | $4,876-60.6% |
| Participant deferral / active EE | $8,793 | $5,834+50.7% | $5,045+74.3% | $5,439+61.7% |
| Admin fee / account holder | $511 | $10,275-95.0% | $8,159-93.7% | $10,885-95.3% |