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 | $65,632 | $159,602-58.9% | $150,045-56.3% | $142,382-53.9% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 25.10% | 70.24%-45.1pp | 62.55%-37.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $3,398 | $4,961-31.5% | $4,693-27.6% | $4,299-21.0% |
| Participant deferral / active EE | $7,284 | $8,310-12.3% | $7,997-8.9% | $6,507+11.9% |
| Admin fee / account holder | $1,741 | $14,846-88.3% | $13,435-87.0% | $12,624-86.2% |