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 | $80,400 | $86,286-6.8% | $111,297-27.8% | $85,850-6.3% |
| Participation rate | 76.0% | 73.3%+2.7pp | 77.3%-1.3pp | 69.3%+6.7pp |
| Annual return | 18.87% | 19.99%-1.1pp | 54.65%-35.8pp | 318.53%-299.7pp |
| Employer contribution / active EE | $1,864 | $2,043-8.8% | $2,731-31.8% | $2,565-27.4% |
| Participant deferral / active EE | $4,058 | $3,641+11.5% | $4,487-9.6% | $3,952+2.7% |
| Admin fee / account holder | $620 | $8,188-92.4% | $7,964-92.2% | $6,260-90.1% |