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 | $92,284 | $227,553-59.4% | $189,557-51.3% | $167,490-44.9% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 11.92% | 78.40%-66.5pp | 64.17%-52.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $1,104 | $5,316-79.2% | $4,412-75.0% | $4,837-77.2% |
| Participant deferral / active EE | $4,586 | $7,002-34.5% | $6,174-25.7% | $6,341-27.7% |
| Admin fee / account holder | $2,351 | $11,878-80.2% | $9,807-76.0% | $12,309-80.9% |