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 | $109,976 | $232,540-52.7% | $185,117-40.6% | $147,584-25.5% |
| Participation rate | 78.9% | 82.4%-3.4pp | 77.3%+1.7pp | 82.8%-3.9pp |
| Annual return | 15.86% | 43.03%-27.2pp | 40.50%-24.6pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,084 | $5,195-79.1% | $4,182-74.1% | $4,876-77.8% |
| Participant deferral / active EE | $4,625 | $5,834-20.7% | $5,045-8.3% | $5,439-15.0% |
| Admin fee / account holder | $8,826 | $10,275-14.1% | $8,159+8.2% | $10,885-18.9% |