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 | $77,207 | $124,319-37.9% | $111,297-30.6% | $167,490-53.9% |
| Participation rate | 85.7% | 79.6%+6.1pp | 77.3%+8.4pp | 82.1%+3.6pp |
| Annual return | 26.39% | 37.44%-11.1pp | 54.65%-28.3pp | 478.56%-452.2pp |
| Employer contribution / active EE | $2,490 | $3,435-27.5% | $2,731-8.8% | $4,837-48.5% |
| Participant deferral / active EE | $6,321 | $5,180+22.0% | $4,487+40.9% | $6,341-0.3% |
| Admin fee / account holder | $1,208 | $10,618-88.6% | $7,964-84.8% | $12,309-90.2% |