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 | $64,357 | $159,602-59.7% | $150,045-57.1% | $142,382-54.8% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 26.67% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $4,263 | $4,961-14.1% | $4,693-9.2% | $4,299-0.8% |
| Participant deferral / active EE | $10,163 | $8,310+22.3% | $7,997+27.1% | $6,507+56.2% |
| Admin fee / account holder | $492 | $14,846-96.7% | $13,435-96.3% | $12,624-96.1% |