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 | $107,177 | $152,587-29.8% | $125,175-14.4% | $152,861-29.9% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 20.98% | 54.84%-33.9pp | 43.79%-22.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,239 | $4,946-54.7% | $3,865-42.1% | $4,762-53.0% |
| Participant deferral / active EE | $6,076 | $5,868+3.6% | $4,937+23.1% | $5,850+3.9% |
| Admin fee / account holder | $565 | $13,434-95.8% | $9,702-94.2% | $11,596-95.1% |