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 | $91,740 | $179,726-49.0% | $156,263-41.3% | $142,382-35.6% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.9%+16.9pp | 80.1%+15.7pp |
| Annual return | 17.08% | 77.86%-60.8pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,486 | $5,069-51.0% | $4,333-42.6% | $4,299-42.2% |
| Participant deferral / active EE | $5,502 | $6,956-20.9% | $6,158-10.7% | $6,507-15.4% |
| Admin fee / account holder | $1,438 | $17,272-91.7% | $14,255-89.9% | $12,624-88.6% |