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 | $121,386 | $232,540-47.8% | $185,117-34.4% | $147,584-17.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 11.73% | 43.03%-31.3pp | 40.50%-28.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,480 | $5,195-71.5% | $4,182-64.6% | $4,876-69.6% |
| Participant deferral / active EE | $2,161 | $5,834-63.0% | $5,045-57.2% | $5,439-60.3% |
| Admin fee / account holder | $1,938 | $10,275-81.1% | $8,159-76.2% | $10,885-82.2% |