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 | $89,103 | $228,332-61.0% | $185,823-52.0% | $158,922-43.9% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.0%+8.6pp | 82.0%+4.7pp |
| Annual return | 14.97% | 40.80%-25.8pp | 35.95%-21.0pp | 302.83%-287.9pp |
| Employer contribution / active EE | $1,981 | $4,967-60.1% | $4,087-51.5% | $4,761-58.4% |
| Participant deferral / active EE | $5,631 | $6,415-12.2% | $5,6320% | $5,982-5.9% |
| Admin fee / account holder | $8,904 | $11,864-25.0% | $9,500-6.3% | $11,246-20.8% |