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 | $66,849 | $178,174-62.5% | $156,181-57.2% | $137,256-51.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 78.8%+14.0pp | 80.0%+12.9pp |
| Annual return | 16.75% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,889 | $4,972-21.8% | $4,294-9.4% | $4,156-6.4% |
| Participant deferral / active EE | $7,054 | $6,888+2.4% | $6,132+15.0% | $6,407+10.1% |
| Admin fee / account holder | $2,877 | $17,404-83.5% | $14,586-80.3% | $12,270-76.6% |