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 | $79,890 | $232,540-65.6% | $185,117-56.8% | $147,584-45.9% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 82.8%+7.2pp |
| Annual return | 14.25% | 43.03%-28.8pp | 40.50%-26.2pp | 578.55%-564.3pp |
| Employer contribution / active EE | $1,417 | $5,195-72.7% | $4,182-66.1% | $4,876-70.9% |
| Participant deferral / active EE | $5,986 | $5,834+2.6% | $5,045+18.6% | $5,439+10.1% |
| Admin fee / account holder | $338 | $10,275-96.7% | $8,159-95.9% | $10,885-96.9% |