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 | $95,053 | $126,574-24.9% | $106,213-10.5% | $145,922-34.9% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 14.85% | 224.79%-209.9pp | 116.14%-101.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,157 | $3,730-15.4% | $3,171-0.5% | $4,660-32.2% |
| Participant deferral / active EE | $5,680 | $5,724-0.8% | $5,016+13.2% | $6,688-15.1% |
| Admin fee / account holder | $1,036 | $17,304-94.0% | $11,033-90.6% | $13,397-92.3% |