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 | $96,541 | $152,587-36.7% | $125,175-22.9% | $152,861-36.8% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 17.49% | 54.84%-37.4pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $970 | $4,946-80.4% | $3,865-74.9% | $4,762-79.6% |
| Participant deferral / active EE | $5,404 | $5,868-7.9% | $4,937+9.5% | $5,850-7.6% |
| Admin fee / account holder | $1,171 | $13,434-91.3% | $9,702-87.9% | $11,596-89.9% |