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 | $68,747 | $140,588-51.1% | $123,104-44.2% | $125,391-45.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | 6.07% | 16.80%-10.7pp | 13.22%-7.1pp | 282.22%-276.2pp |
| Employer contribution / active EE | $2,682 | $6,041-55.6% | $5,151-47.9% | $4,866-44.9% |
| Participant deferral / active EE | $8,750 | $6,980+25.3% | $6,230+40.5% | $5,352+63.5% |
| Admin fee / account holder | $1,506 | $11,198-86.6% | $9,015-83.3% | $9,540-84.2% |