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 | $63,505 | $162,781-61.0% | $133,956-52.6% | $158,922-60.0% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 9.60% | 41.94%-32.3pp | 45.09%-35.5pp | 302.83%-293.2pp |
| Employer contribution / active EE | $4,490 | $4,975-9.7% | $3,919+14.6% | $4,761-5.7% |
| Participant deferral / active EE | $4,576 | $5,911-22.6% | $5,048-9.3% | $5,982-23.5% |
| Admin fee / account holder | $6,483 | $11,736-44.8% | $8,927-27.4% | $11,246-42.4% |