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 | $89,582 | $142,405-37.1% | $115,157-22.2% | $152,861-41.4% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 39.79% | 41.48%-1.7pp | 35.60%+4.2pp | 345.32%-305.5pp |
| Employer contribution / active EE | $1,251 | $4,010-68.8% | $3,179-60.6% | $4,762-73.7% |
| Participant deferral / active EE | $4,954 | $5,164-4.1% | $4,168+18.9% | $5,850-15.3% |
| Admin fee / account holder | $8,422 | $8,462-0.5% | $7,088+18.8% | $11,596-27.4% |