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 | $81,358 | $201,272-59.6% | $184,203-55.8% | $145,922-44.2% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 11.64% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,494 | $7,022-64.5% | $6,427-61.2% | $4,660-46.5% |
| Participant deferral / active EE | $7,250 | $9,806-26.1% | $9,131-20.6% | $6,688+8.4% |
| Admin fee / account holder | $356 | $16,364-97.8% | $13,901-97.4% | $13,397-97.3% |