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 | $90,626 | $127,065-28.7% | $113,168-19.9% | $142,382-36.4% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 11.56% | 24.03%-12.5pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,842 | $3,442-17.4% | $2,975-4.5% | $4,299-33.9% |
| Participant deferral / active EE | $2,920 | $5,716-48.9% | $5,107-42.8% | $6,507-55.1% |
| Admin fee / account holder | $5,316 | $15,736-66.2% | $12,068-55.9% | $12,624-57.9% |