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 | $84,111 | $179,726-53.2% | $156,263-46.2% | $142,382-40.9% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.9%+16.3pp | 80.1%+15.1pp |
| Annual return | 17.24% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,270 | $5,069-15.8% | $4,333-1.5% | $4,299-0.7% |
| Participant deferral / active EE | $6,732 | $6,956-3.2% | $6,158+9.3% | $6,507+3.4% |
| Admin fee / account holder | $8,562 | $17,272-50.4% | $14,255-39.9% | $12,624-32.2% |