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 | $78,991 | $112,729-29.9% | $98,716-20.0% | $137,256-42.4% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.3%+12.0pp | 80.0%+1.3pp |
| Annual return | 19.20% | 38.48%-19.3pp | 31.81%-12.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,314 | $2,725-51.8% | $2,279-42.3% | $4,156-68.4% |
| Participant deferral / active EE | $4,624 | $4,640-0.3% | $4,048+14.2% | $6,407-27.8% |
| Admin fee / account holder | $2,685 | $10,129-73.5% | $8,703-69.1% | $12,270-78.1% |