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 | $97,135 | $201,272-51.7% | $184,203-47.3% | $145,922-33.4% |
| Participation rate | 84.6% | 87.5%-2.9pp | 86.8%-2.2pp | 80.3%+4.3pp |
| Annual return | 10.52% | 29.00%-18.5pp | 28.81%-18.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,513 | $7,022-50.0% | $6,427-45.3% | $4,660-24.6% |
| Participant deferral / active EE | $5,436 | $9,806-44.6% | $9,131-40.5% | $6,688-18.7% |
| Admin fee / account holder | $5,000 | $16,364-69.4% | $13,901-64.0% | $13,397-62.7% |