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 | $87,071 | $232,540-62.6% | $185,117-53.0% | $147,584-41.0% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 12.71% | 43.03%-30.3pp | 40.50%-27.8pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,104 | $5,195-59.5% | $4,182-49.7% | $4,876-56.8% |
| Participant deferral / active EE | $4,822 | $5,834-17.3% | $5,045-4.4% | $5,439-11.3% |
| Admin fee / account holder | $9,828 | $10,275-4.4% | $8,159+20.4% | $10,885-9.7% |