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 | $80,798 | $117,841-31.4% | $102,423-21.1% | $145,922-44.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 19.95% | 31.65%-11.7pp | 29.32%-9.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,836 | $3,615+6.1% | $3,023+26.9% | $4,660-17.7% |
| Participant deferral / active EE | $4,242 | $5,731-26.0% | $5,053-16.0% | $6,688-36.6% |
| Admin fee / account holder | $4,881 | $13,326-63.4% | $9,451-48.4% | $13,397-63.6% |