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 | $89,882 | $124,319-27.7% | $111,297-19.2% | $167,490-46.3% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 20.59% | 37.44%-16.8pp | 54.65%-34.1pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,534 | $3,435-55.3% | $2,731-43.8% | $4,837-68.3% |
| Participant deferral / active EE | $2,077 | $5,180-59.9% | $4,487-53.7% | $6,341-67.2% |
| Admin fee / account holder | $6,285 | $10,618-40.8% | $7,964-21.1% | $12,309-48.9% |