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 | $88,160 | $118,680-25.7% | $98,907-10.9% | $158,922-44.5% |
| Participation rate | 86.7% | 77.8%+8.8pp | 76.0%+10.6pp | 82.0%+4.7pp |
| Annual return | 9.90% | 372.35%-362.5pp | 196.43%-186.5pp | 302.83%-292.9pp |
| Employer contribution / active EE | $1,055 | $3,333-68.3% | $2,689-60.8% | $4,761-77.8% |
| Participant deferral / active EE | $1,866 | $5,088-63.3% | $4,244-56.0% | $5,982-68.8% |
| Admin fee / account holder | $1,920 | $10,131-81.1% | $6,642-71.1% | $11,246-82.9% |