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 | $115,959 | $157,256-26.3% | $141,162-17.9% | $152,861-24.1% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.4%+6.4pp |
| Annual return | 26.36% | 64.32%-38.0pp | 71.39%-45.0pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,166 | $5,261-58.8% | $4,735-54.3% | $4,762-54.5% |
| Participant deferral / active EE | $8,229 | $7,109+15.7% | $6,709+22.7% | $5,850+40.7% |
| Admin fee / account holder | $2,111 | $12,120-82.6% | $10,261-79.4% | $11,596-81.8% |