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 | $97,830 | $172,111-43.2% | $150,298-34.9% | $137,256-28.7% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 19.92% | 69.37%-49.5pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,232 | $4,636-30.3% | $4,154-22.2% | $4,156-22.2% |
| Participant deferral / active EE | $6,340 | $6,166+2.8% | $5,453+16.3% | $6,407-1.0% |
| Admin fee / account holder | $1,563 | $16,471-90.5% | $14,116-88.9% | $12,270-87.3% |