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 | $98,147 | $162,781-39.7% | $133,956-26.7% | $158,922-38.2% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 9.05% | 41.94%-32.9pp | 45.09%-36.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,524 | $4,975-49.3% | $3,919-35.6% | $4,761-47.0% |
| Participant deferral / active EE | $9,673 | $5,911+63.6% | $5,048+91.6% | $5,982+61.7% |
| Admin fee / account holder | $1,351 | $11,736-88.5% | $8,927-84.9% | $11,246-88.0% |