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 | $86,358 | $209,336-58.7% | $197,124-56.2% | $137,256-37.1% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 12.93% | 48.09%-35.2pp | 44.34%-31.4pp | 220.34%-207.4pp |
| Employer contribution / active EE | $3,079 | $6,591-53.3% | $6,227-50.6% | $4,156-25.9% |
| Participant deferral / active EE | $7,680 | $9,614-20.1% | $9,135-15.9% | $6,407+19.9% |
| Admin fee / account holder | $833 | $17,308-95.2% | $16,298-94.9% | $12,270-93.2% |