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 | $92,381 | $214,378-56.9% | $200,582-53.9% | $142,382-35.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 20.74% | 46.41%-25.7pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,165 | $6,841-68.4% | $6,419-66.3% | $4,299-49.6% |
| Participant deferral / active EE | $10,002 | $9,865+1.4% | $9,331+7.2% | $6,507+53.7% |
| Admin fee / account holder | $4,041 | $17,692-77.2% | $16,305-75.2% | $12,624-68.0% |