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 | $85,040 | $117,983-27.9% | $101,794-16.5% | $142,382-40.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 18.23% | 36.92%-18.7pp | 30.53%-12.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,492 | $2,773-10.1% | $2,289+8.9% | $4,299-42.0% |
| Participant deferral / active EE | $3,655 | $4,714-22.5% | $4,084-10.5% | $6,507-43.8% |
| Admin fee / account holder | $1,171 | $10,433-88.8% | $8,777-86.7% | $12,624-90.7% |