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 | $103,789 | $157,256-34.0% | $141,162-26.5% | $152,861-32.1% |
| Participation rate | 85.0% | 84.8%+0.2pp | 82.5%+2.5pp | 82.4%+2.6pp |
| Annual return | 23.37% | 64.32%-41.0pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,811 | $5,261-46.6% | $4,735-40.6% | $4,762-41.0% |
| Participant deferral / active EE | $8,028 | $7,109+12.9% | $6,709+19.7% | $5,850+37.2% |
| Admin fee / account holder | $7,493 | $12,120-38.2% | $10,261-27.0% | $11,596-35.4% |