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 | $99,090 | $197,591-49.9% | $177,821-44.3% | $158,922-37.6% |
| Participation rate | 81.0% | 88.5%-7.6pp | 87.7%-6.8pp | 82.0%-1.0pp |
| Annual return | 11.69% | 58.76%-47.1pp | 48.32%-36.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,985 | $6,697-70.4% | $5,918-66.5% | $4,761-58.3% |
| Participant deferral / active EE | $5,385 | $8,405-35.9% | $7,714-30.2% | $5,982-10.0% |
| Admin fee / account holder | $1,114 | $15,399-92.8% | $12,427-91.0% | $11,246-90.1% |