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 | $87,728 | $127,386-31.1% | $115,037-23.7% | $125,391-30.0% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 22.69% | 31.28%-8.6pp | 26.14%-3.4pp | 282.22%-259.5pp |
| Employer contribution / active EE | $3,292 | $5,166-36.3% | $4,608-28.6% | $4,866-32.4% |
| Participant deferral / active EE | $5,360 | $6,423-16.6% | $6,026-11.1% | $5,352+0.2% |
| Admin fee / account holder | $687 | $9,516-92.8% | $8,175-91.6% | $9,540-92.8% |