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 | $91,615 | $232,540-60.6% | $185,117-50.5% | $147,584-37.9% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 16.99% | 43.03%-26.0pp | 40.50%-23.5pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,633 | $5,195-68.6% | $4,182-60.9% | $4,876-66.5% |
| Participant deferral / active EE | $3,407 | $5,834-41.6% | $5,045-32.5% | $5,439-37.4% |
| Admin fee / account holder | $1,339 | $10,275-87.0% | $8,159-83.6% | $10,885-87.7% |