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 | $117,841 | $159,602-26.2% | $150,045-21.5% | $142,382-17.2% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.3%+6.6pp | 80.1%+8.8pp |
| Annual return | 19.89% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,509 | $4,961-69.6% | $4,693-67.8% | $4,299-64.9% |
| Participant deferral / active EE | $7,571 | $8,310-8.9% | $7,997-5.3% | $6,507+16.3% |
| Admin fee / account holder | $2,140 | $14,846-85.6% | $13,435-84.1% | $12,624-83.0% |