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 | $83,846 | $90,503-7.4% | $78,689+6.6% | $273,961-69.4% |
| Participation rate | 86.7% | 76.5%+10.1pp | 73.6%+13.1pp | 83.0%+3.7pp |
| Annual return | 7.77% | 75.60%-67.8pp | 62.18%-54.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,092 | $3,176-34.1% | $2,851-26.6% | $4,869-57.0% |
| Participant deferral / active EE | $5,386 | $3,901+38.1% | $3,517+53.2% | $5,287+1.9% |
| Admin fee / account holder | $9,459 | $5,263+79.7% | $4,510+109.7% | $10,132-6.6% |