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 | $108,069 | $165,912-34.9% | $122,332-11.7% | $147,584-26.8% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.3pp | 82.8%+6.1pp |
| Annual return | 18.74% | 34.55%-15.8pp | 30.27%-11.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,673 | $5,754-70.9% | $4,050-58.7% | $4,876-65.7% |
| Participant deferral / active EE | $2,890 | $4,005-27.8% | $3,287-12.1% | $5,439-46.9% |
| Admin fee / account holder | $723 | $7,424-90.3% | $5,478-86.8% | $10,885-93.4% |