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 | $116,813 | $183,519-36.3% | $155,509-24.9% | $145,922-19.9% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 18.23% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,403 | $5,313-73.6% | $4,672-70.0% | $4,660-69.9% |
| Participant deferral / active EE | $2,342 | $6,462-63.8% | $5,626-58.4% | $6,688-65.0% |
| Admin fee / account holder | $3,482 | $19,313-82.0% | $15,912-78.1% | $13,397-74.0% |