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 | $110,827 | $149,734-26.0% | $118,925-6.8% | $158,922-30.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 26.95% | 19.95%+7.0pp | 35.88%-8.9pp | 302.83%-275.9pp |
| Employer contribution / active EE | $1,814 | $4,115-55.9% | $3,263-44.4% | $4,761-61.9% |
| Participant deferral / active EE | $4,100 | $5,223-21.5% | $4,265-3.9% | $5,982-31.5% |
| Admin fee / account holder | $714 | $8,603-91.7% | $6,581-89.2% | $11,246-93.7% |