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 | $82,155 | $183,592-55.3% | $155,567-47.2% | $145,959-43.7% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 9.60% | 61.24%-51.6pp | 64.74%-55.1pp | 561.95%-552.4pp |
| Employer contribution / active EE | $3,090 | $5,315-41.9% | $4,674-33.9% | $4,661-33.7% |
| Participant deferral / active EE | $5,653 | $6,464-12.5% | $5,628+0.5% | $6,689-15.5% |
| Admin fee / account holder | $1,577 | $19,318-91.8% | $15,916-90.1% | $13,398-88.2% |