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 | $71,124 | $179,726-60.4% | $156,263-54.5% | $142,382-50.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.9%+8.6pp | 80.1%+7.4pp |
| Annual return | 13.20% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,208 | $5,069-36.7% | $4,333-26.0% | $4,299-25.4% |
| Participant deferral / active EE | $10,233 | $6,956+47.1% | $6,158+66.2% | $6,507+57.3% |
| Admin fee / account holder | $15,802 | $17,272-8.5% | $14,255+10.9% | $12,624+25.2% |