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 | $100,103 | $157,256-36.3% | $141,162-29.1% | $152,861-34.5% |
| Participation rate | 95.2% | 84.8%+10.4pp | 82.5%+12.8pp | 82.4%+12.8pp |
| Annual return | 19.34% | 64.32%-45.0pp | 71.39%-52.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,224 | $5,261-76.7% | $4,735-74.2% | $4,762-74.3% |
| Participant deferral / active EE | $8,996 | $7,109+26.5% | $6,709+34.1% | $5,850+53.8% |
| Admin fee / account holder | $21,190 | $12,120+74.8% | $10,261+106.5% | $11,596+82.7% |