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 | $80,468 | $162,781-50.6% | $133,956-39.9% | $158,922-49.4% |
| Participation rate | 81.3% | 83.2%-2.0pp | 79.8%+1.4pp | 82.0%-0.7pp |
| Annual return | 15.19% | 41.94%-26.7pp | 45.09%-29.9pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,690 | $4,975-66.0% | $3,919-56.9% | $4,761-64.5% |
| Participant deferral / active EE | $4,428 | $5,911-25.1% | $5,048-12.3% | $5,982-26.0% |
| Admin fee / account holder | $8,030 | $11,736-31.6% | $8,927-10.1% | $11,246-28.6% |