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 | $112,170 | $162,781-31.1% | $133,956-16.3% | $158,922-29.4% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 10.46% | 41.94%-31.5pp | 45.09%-34.6pp | 302.83%-292.4pp |
| Employer contribution / active EE | $2,884 | $4,975-42.0% | $3,919-26.4% | $4,761-39.4% |
| Participant deferral / active EE | $3,604 | $5,911-39.0% | $5,048-28.6% | $5,982-39.8% |
| Admin fee / account holder | $1,570 | $11,736-86.6% | $8,927-82.4% | $11,246-86.0% |