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 | $109,562 | $149,679-26.8% | $117,039-6.4% | $147,584-25.8% |
| Participation rate | 95.2% | 83.5%+11.7pp | 77.2%+18.1pp | 82.8%+12.4pp |
| Annual return | 12.53% | 19.31%-6.8pp | 18.95%-6.4pp | 578.55%-566.0pp |
| Employer contribution / active EE | $5,476 | $4,937+10.9% | $3,785+44.7% | $4,876+12.3% |
| Participant deferral / active EE | $2,030 | $4,912-58.7% | $3,929-48.3% | $5,439-62.7% |
| Admin fee / account holder | $1,465 | $7,856-81.4% | $5,974-75.5% | $10,885-86.5% |