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 | $71,621 | $197,591-63.8% | $177,821-59.7% | $158,922-54.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 16.12% | 58.76%-42.6pp | 48.32%-32.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,345 | $6,697-50.1% | $5,918-43.5% | $4,761-29.7% |
| Participant deferral / active EE | $7,738 | $8,405-7.9% | $7,714+0.3% | $5,982+29.4% |
| Admin fee / account holder | $2,978 | $15,399-80.7% | $12,427-76.0% | $11,246-73.5% |