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 | $95,078 | $124,281-23.5% | $109,143-12.9% | $167,490-43.2% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 13.14% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $2,489 | $4,207-40.8% | $3,722-33.1% | $4,837-48.5% |
| Participant deferral / active EE | $4,224 | $5,255-19.6% | $4,653-9.2% | $6,341-33.4% |
| Admin fee / account holder | $2,722 | $7,970-65.8% | $6,752-59.7% | $12,309-77.9% |