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 | $83,753 | $214,378-60.9% | $200,582-58.2% | $142,382-41.2% |
| Participation rate | 95.5% | 87.4%+8.0pp | 86.9%+8.6pp | 80.1%+15.3pp |
| Annual return | 14.49% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $4,118 | $6,841-39.8% | $6,419-35.8% | $4,299-4.2% |
| Participant deferral / active EE | $8,238 | $9,865-16.5% | $9,331-11.7% | $6,507+26.6% |
| Admin fee / account holder | $5,650 | $17,692-68.1% | $16,305-65.3% | $12,624-55.2% |