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 | $94,157 | $152,587-38.3% | $125,175-24.8% | $152,861-38.4% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.4%+5.8pp |
| Annual return | 15.02% | 54.84%-39.8pp | 43.79%-28.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $1,212 | $4,946-75.5% | $3,865-68.6% | $4,762-74.6% |
| Participant deferral / active EE | $5,108 | $5,868-12.9% | $4,937+3.5% | $5,850-12.7% |
| Admin fee / account holder | $15,467 | $13,434+15.1% | $9,702+59.4% | $11,596+33.4% |