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 | $86,195 | $159,602-46.0% | $150,045-42.6% | $142,382-39.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 15.72% | 70.24%-54.5pp | 62.55%-46.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,003 | $4,961-39.5% | $4,693-36.0% | $4,299-30.1% |
| Participant deferral / active EE | $5,299 | $8,310-36.2% | $7,997-33.7% | $6,507-18.6% |
| Admin fee / account holder | $4,516 | $14,846-69.6% | $13,435-66.4% | $12,624-64.2% |