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 | $120,023 | $214,378-44.0% | $200,582-40.2% | $142,382-15.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 17.00% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,264 | $6,841-52.3% | $6,419-49.1% | $4,299-24.1% |
| Participant deferral / active EE | $8,359 | $9,865-15.3% | $9,331-10.4% | $6,507+28.5% |
| Admin fee / account holder | $7,995 | $17,692-54.8% | $16,305-51.0% | $12,624-36.7% |