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 | $81,090 | $86,286-6.0% | $111,297-27.1% | $85,850-5.5% |
| Participation rate | 89.3% | 73.3%+16.0pp | 77.3%+12.0pp | 69.3%+20.0pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,573 | $2,043-23.0% | $2,731-42.4% | $2,565-38.7% |
| Participant deferral / active EE | $3,173 | $3,641-12.8% | $4,487-29.3% | $3,952-19.7% |
| Admin fee / account holder | $4,827 | $8,188-41.0% | $7,964-39.4% | $6,260-22.9% |