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 | $80,907 | $177,572-54.4% | $154,803-47.7% | $142,382-43.2% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 18.43% | 65.07%-46.6pp | 58.88%-40.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $7,642 | $4,810+58.9% | $4,305+77.5% | $4,299+77.8% |
| Participant deferral / active EE | $4,151 | $6,272-33.8% | $5,540-25.1% | $6,507-36.2% |
| Admin fee / account holder | $502 | $16,786-97.0% | $14,329-96.5% | $12,624-96.0% |