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 | $121,293 | $159,602-24.0% | $150,045-19.2% | $142,382-14.8% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 39.65% | 70.24%-30.6pp | 62.55%-22.9pp | 217.08%-177.4pp |
| Employer contribution / active EE | $1,116 | $4,961-77.5% | $4,693-76.2% | $4,299-74.0% |
| Participant deferral / active EE | $7,350 | $8,310-11.6% | $7,997-8.1% | $6,507+12.9% |
| Admin fee / account holder | $21,241 | $14,846+43.1% | $13,435+58.1% | $12,624+68.3% |