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 | $87,263 | $238,490-63.4% | $180,183-51.6% | $142,382-38.7% |
| Participation rate | 91.3% | 82.3%+9.0pp | 77.4%+13.9pp | 80.1%+11.2pp |
| Annual return | 16.73% | 33.56%-16.8pp | 27.86%-11.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,516 | $6,143-59.0% | $5,039-50.1% | $4,299-41.5% |
| Participant deferral / active EE | $8,772 | $7,996+9.7% | $6,822+28.6% | $6,507+34.8% |
| Admin fee / account holder | $1,669 | $28,866-94.2% | $19,975-91.6% | $12,624-86.8% |