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 | $90,134 | $117,983-23.6% | $101,794-11.5% | $142,382-36.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 18.03% | 36.92%-18.9pp | 30.53%-12.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,093 | $2,773-60.6% | $2,289-52.2% | $4,299-74.6% |
| Participant deferral / active EE | $1,330 | $4,714-71.8% | $4,084-67.4% | $6,507-79.6% |
| Admin fee / account holder | $2,586 | $10,433-75.2% | $8,777-70.5% | $12,624-79.5% |