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 | $87,993 | $162,781-45.9% | $133,956-34.3% | $158,922-44.6% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 19.96% | 41.94%-22.0pp | 45.09%-25.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $2,660 | $4,975-46.5% | $3,919-32.1% | $4,761-44.1% |
| Participant deferral / active EE | $6,177 | $5,911+4.5% | $5,048+22.4% | $5,982+3.3% |
| Admin fee / account holder | $595 | $11,736-94.9% | $8,927-93.3% | $11,246-94.7% |