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 | $85,031 | $111,301-23.6% | $112,977-24.7% | $158,922-46.5% |
| Participation rate | 85.7% | 83.5%+2.2pp | 82.6%+3.2pp | 82.0%+3.8pp |
| Annual return | 10.16% | 26.40%-16.2pp | 24.24%-14.1pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,810 | $4,471-59.5% | $4,255-57.5% | $4,761-62.0% |
| Participant deferral / active EE | $8,216 | $5,880+39.7% | $5,836+40.8% | $5,982+37.3% |
| Admin fee / account holder | $785 | $8,392-90.6% | $6,294-87.5% | $11,246-93.0% |