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 | $72,134 | $755,339-90.5% | $379,746-81.0% | $158,922-54.6% |
| Participation rate | 90.9% | 81.8%+9.2pp | 78.4%+12.5pp | 82.0%+9.0pp |
| Annual return | 15.10% | 53.41%-38.3pp | 34.90%-19.8pp | 302.83%-287.7pp |
| Employer contribution / active EE | $3,608 | $4,685-23.0% | $3,540+1.9% | $4,761-24.2% |
| Participant deferral / active EE | $5,690 | $7,938-28.3% | $6,024-5.6% | $5,982-4.9% |
| Admin fee / account holder | $2,338 | $14,482-83.9% | $7,927-70.5% | $11,246-79.2% |