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 | $99,089 | $152,587-35.1% | $125,175-20.8% | $152,861-35.2% |
| Participation rate | 85.0% | 83.3%+1.7pp | 79.8%+5.2pp | 82.4%+2.6pp |
| Annual return | 27.91% | 54.84%-26.9pp | 43.79%-15.9pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,724 | $4,946-44.9% | $3,865-29.5% | $4,762-42.8% |
| Participant deferral / active EE | $5,405 | $5,868-7.9% | $4,937+9.5% | $5,850-7.6% |
| Admin fee / account holder | $739 | $13,434-94.5% | $9,702-92.4% | $11,596-93.6% |