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 | $100,881 | $239,571-57.9% | $183,328-45.0% | $137,256-26.5% |
| Participation rate | 94.1% | 82.4%+11.7pp | 77.3%+16.8pp | 80.0%+14.2pp |
| Annual return | 15.48% | 35.69%-20.2pp | 29.67%-14.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,965 | $6,148-51.8% | $5,055-41.3% | $4,156-28.6% |
| Participant deferral / active EE | $6,172 | $7,995-22.8% | $6,795-9.2% | $6,407-3.7% |
| Admin fee / account holder | $19,529 | $30,059-35.0% | $21,427-8.9% | $12,270+59.2% |