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 | $98,532 | $185,822-47.0% | $169,993-42.0% | $139,434-29.3% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 15.19% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,112 | $7,590-72.2% | $6,785-68.9% | $4,751-55.5% |
| Participant deferral / active EE | $6,363 | $11,622-45.3% | $10,408-38.9% | $6,710-5.2% |
| Admin fee / account holder | $3,381 | $15,381-78.0% | $12,815-73.6% | $11,403-70.4% |