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 | $96,299 | $161,352-40.3% | $134,172-28.2% | $137,256-29.8% |
| Participation rate | 92.3% | 78.3%+14.0pp | 72.5%+19.8pp | 80.0%+12.3pp |
| Annual return | 17.30% | 28.72%-11.4pp | 25.30%-8.0pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,340 | $4,099-42.9% | $3,420-31.6% | $4,156-43.7% |
| Participant deferral / active EE | $5,591 | $5,552+0.7% | $4,690+19.2% | $6,407-12.7% |
| Admin fee / account holder | $1,577 | $15,028-89.5% | $12,016-86.9% | $12,270-87.1% |