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 | $89,167 | $165,335-46.1% | $149,696-40.4% | $158,922-43.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 16.97% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,852 | $5,103-44.1% | $4,644-38.6% | $4,761-40.1% |
| Participant deferral / active EE | $7,227 | $7,181+0.6% | $6,842+5.6% | $5,982+20.8% |
| Admin fee / account holder | $2,108 | $10,807-80.5% | $9,309-77.4% | $11,246-81.3% |