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 | $121,247 | $118,849+2.0% | $96,562+25.6% | $167,490-27.6% |
| Participation rate | 95.5% | 75.5%+20.0pp | 69.8%+25.6pp | 82.1%+13.3pp |
| Annual return | 16.60% | 50.49%-33.9pp | 37.78%-21.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,854 | $3,120-40.6% | $2,356-21.3% | $4,837-61.7% |
| Participant deferral / active EE | $4,234 | $4,616-8.3% | $3,849+10.0% | $6,341-33.2% |
| Admin fee / account holder | $1,100 | $8,065-86.4% | $6,181-82.2% | $12,309-91.1% |