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 | $51,916 | $180,028-71.2% | $138,135-62.4% | $158,922-67.3% |
| Participation rate | 93.8% | 82.2%+11.5pp | 78.7%+15.0pp | 82.0%+11.8pp |
| Annual return | 18.41% | 21.68%-3.3pp | 20.51%-2.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,301 | $7,470-69.2% | $5,587-58.8% | $4,761-51.7% |
| Participant deferral / active EE | $6,114 | $7,717-20.8% | $6,431-4.9% | $5,982+2.2% |
| Admin fee / account holder | $1,454 | $17,912-91.9% | $11,856-87.7% | $11,246-87.1% |