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 | $69,845 | $228,332-69.4% | $185,823-62.4% | $158,922-56.1% |
| Participation rate | 94.7% | 82.3%+12.4pp | 78.0%+16.7pp | 82.0%+12.8pp |
| Annual return | 30.93% | 40.80%-9.9pp | 35.95%-5.0pp | 302.83%-271.9pp |
| Employer contribution / active EE | $2,295 | $4,967-53.8% | $4,087-43.8% | $4,761-51.8% |
| Participant deferral / active EE | $5,525 | $6,415-13.9% | $5,632-1.9% | $5,982-7.6% |
| Admin fee / account holder | $1,248 | $11,864-89.5% | $9,500-86.9% | $11,246-88.9% |