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 | $116,003 | $157,256-26.2% | $141,162-17.8% | $152,861-24.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 41.47% | 64.32%-22.9pp | 71.39%-29.9pp | 345.32%-303.8pp |
| Employer contribution / active EE | $1,480 | $5,261-71.9% | $4,735-68.7% | $4,762-68.9% |
| Participant deferral / active EE | $2,349 | $7,109-67.0% | $6,709-65.0% | $5,850-59.8% |
| Admin fee / account holder | $3,540 | $12,120-70.8% | $10,261-65.5% | $11,596-69.5% |