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 | $84,202 | $111,754-24.7% | $103,333-18.5% | $145,922-42.3% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.83% | 24.77%-10.9pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,212 | $4,212-23.7% | $3,868-16.9% | $4,660-31.1% |
| Participant deferral / active EE | $6,158 | $5,619+9.6% | $5,057+21.8% | $6,688-7.9% |
| Admin fee / account holder | $3,159 | $9,750-67.6% | $8,355-62.2% | $13,397-76.4% |