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 | $78,973 | $178,174-55.7% | $156,181-49.4% | $137,256-42.5% |
| Participation rate | 87.0% | 82.0%+4.9pp | 78.8%+8.1pp | 80.0%+7.0pp |
| Annual return | 16.13% | 84.19%-68.1pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,072 | $4,972-78.4% | $4,294-75.0% | $4,156-74.2% |
| Participant deferral / active EE | $4,827 | $6,888-29.9% | $6,132-21.3% | $6,407-24.7% |
| Admin fee / account holder | $2,212 | $17,404-87.3% | $14,586-84.8% | $12,270-82.0% |