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 | $59,761 | $106,584-43.9% | $101,326-41.0% | $142,382-58.0% |
| Participation rate | 83.3% | 82.7%+0.6pp | 81.5%+1.8pp | 80.1%+3.2pp |
| Annual return | 21.01% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,520 | $3,956-61.6% | $3,665-58.5% | $4,299-64.6% |
| Participant deferral / active EE | $8,661 | $8,297+4.4% | $7,994+8.3% | $6,507+33.1% |
| Admin fee / account holder | $7,903 | $11,446-31.0% | $11,185-29.3% | $12,624-37.4% |