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 | $89,753 | $115,882-22.5% | $100,516-10.7% | $158,922-43.5% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 14.28% | 34.79%-20.5pp | 30.89%-16.6pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,372 | $4,103-42.2% | $3,418-30.6% | $4,761-50.2% |
| Participant deferral / active EE | $5,498 | $6,674-17.6% | $6,270-12.3% | $5,982-8.1% |
| Admin fee / account holder | $364 | $10,995-96.7% | $8,081-95.5% | $11,246-96.8% |