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 | $129,491 | $178,174-27.3% | $156,181-17.1% | $137,256-5.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 15.30% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,469 | $4,972-50.3% | $4,294-42.5% | $4,156-40.6% |
| Participant deferral / active EE | $5,604 | $6,888-18.6% | $6,132-8.6% | $6,407-12.5% |
| Admin fee / account holder | $1,259 | $17,404-92.8% | $14,586-91.4% | $12,270-89.7% |