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 | $90,679 | $178,174-49.1% | $156,181-41.9% | $137,256-33.9% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.8%+12.5pp | 80.0%+11.3pp |
| Annual return | 17.08% | 84.19%-67.1pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,076 | $4,972-78.4% | $4,294-74.9% | $4,156-74.1% |
| Participant deferral / active EE | $5,424 | $6,888-21.3% | $6,132-11.6% | $6,407-15.3% |
| Admin fee / account holder | $4,843 | $17,404-72.2% | $14,586-66.8% | $12,270-60.5% |