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 | $87,914 | $197,591-55.5% | $177,821-50.6% | $158,922-44.7% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 8.86% | 58.76%-49.9pp | 48.32%-39.5pp | 302.83%-294.0pp |
| Employer contribution / active EE | $1,737 | $6,697-74.1% | $5,918-70.6% | $4,761-63.5% |
| Participant deferral / active EE | $3,575 | $8,405-57.5% | $7,714-53.7% | $5,982-40.2% |
| Admin fee / account holder | $1,126 | $15,399-92.7% | $12,427-90.9% | $11,246-90.0% |