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 | $97,840 | $238,490-59.0% | $180,183-45.7% | $142,382-31.3% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 11.99% | 33.56%-21.6pp | 27.86%-15.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,038 | $6,143-34.3% | $5,039-19.9% | $4,299-6.1% |
| Participant deferral / active EE | $6,297 | $7,996-21.2% | $6,822-7.7% | $6,507-3.2% |
| Admin fee / account holder | $10,393 | $28,866-64.0% | $19,975-48.0% | $12,624-17.7% |