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 | $61,942 | $86,286-28.2% | $111,297-44.3% | $85,850-27.8% |
| Participation rate | 97.9% | 73.3%+24.5pp | 77.3%+20.6pp | 69.3%+28.6pp |
| Annual return | 13.20% | 19.99%-6.8pp | 54.65%-41.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,228 | $2,043+9.1% | $2,731-18.4% | $2,565-13.1% |
| Participant deferral / active EE | $4,608 | $3,641+26.6% | $4,487+2.7% | $3,952+16.6% |
| Admin fee / account holder | $8,411 | $8,188+2.7% | $7,964+5.6% | $6,260+34.4% |