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 | $94,614 | $201,272-53.0% | $184,203-48.6% | $145,922-35.2% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.19% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $4,869 | $7,022-30.7% | $6,427-24.2% | $4,660+4.5% |
| Participant deferral / active EE | $5,312 | $9,806-45.8% | $9,131-41.8% | $6,688-20.6% |
| Admin fee / account holder | $1,858 | $16,364-88.6% | $13,901-86.6% | $13,397-86.1% |