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 | $105,234 | $209,336-49.7% | $197,124-46.6% | $137,256-23.3% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 23.39% | 48.09%-24.7pp | 44.34%-21.0pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,303 | $6,591-34.7% | $6,227-30.9% | $4,156+3.5% |
| Participant deferral / active EE | $6,801 | $9,614-29.3% | $9,135-25.5% | $6,407+6.1% |
| Admin fee / account holder | $7,144 | $17,308-58.7% | $16,298-56.2% | $12,270-41.8% |