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 | $110,996 | $162,781-31.8% | $133,956-17.1% | $158,922-30.2% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 8.86% | 41.94%-33.1pp | 45.09%-36.2pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,152 | $4,975-76.8% | $3,919-70.6% | $4,761-75.8% |
| Participant deferral / active EE | $6,436 | $5,911+8.9% | $5,048+27.5% | $5,982+7.6% |
| Admin fee / account holder | $961 | $11,736-91.8% | $8,927-89.2% | $11,246-91.5% |