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 | $75,423 | $127,386-40.8% | $115,037-34.4% | $125,391-39.8% |
| Participation rate | 92.9% | 84.2%+8.7pp | 81.4%+11.5pp | 83.2%+9.7pp |
| Annual return | 1.36% | 31.28%-29.9pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $2,558 | $5,166-50.5% | $4,608-44.5% | $4,866-47.4% |
| Participant deferral / active EE | $8,155 | $6,423+27.0% | $6,026+35.3% | $5,352+52.4% |
| Admin fee / account holder | $2,062 | $9,516-78.3% | $8,175-74.8% | $9,540-78.4% |