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 | $83,856 | $102,828-18.4% | $105,387-20.4% | $152,861-45.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.6%-4.8pp | 82.4%-4.7pp |
| Annual return | 16.71% | 20.85%-4.1pp | 26.82%-10.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,203 | $4,473-50.7% | $4,213-47.7% | $4,762-53.7% |
| Participant deferral / active EE | $4,174 | $5,465-23.6% | $5,502-24.1% | $5,850-28.6% |
| Admin fee / account holder | $9,074 | $8,683+4.5% | $6,559+38.4% | $11,596-21.8% |