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 | $88,050 | $177,572-50.4% | $154,803-43.1% | $142,382-38.2% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 62.54% | 65.07%-2.5pp | 58.88%+3.7pp | 217.08%-154.5pp |
| Employer contribution / active EE | $2,090 | $4,810-56.6% | $4,305-51.5% | $4,299-51.4% |
| Participant deferral / active EE | $4,025 | $6,272-35.8% | $5,540-27.4% | $6,507-38.1% |
| Admin fee / account holder | $1,339 | $16,786-92.0% | $14,329-90.7% | $12,624-89.4% |