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 | $89,014 | $177,572-49.9% | $154,803-42.5% | $142,382-37.5% |
| Participation rate | 85.0% | 82.1%+2.9pp | 78.1%+6.9pp | 80.1%+4.9pp |
| Annual return | 16.42% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,551 | $4,810-67.8% | $4,305-64.0% | $4,299-63.9% |
| Participant deferral / active EE | $5,362 | $6,272-14.5% | $5,540-3.2% | $6,507-17.6% |
| Admin fee / account holder | $3,500 | $16,786-79.1% | $14,329-75.6% | $12,624-72.3% |