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 5-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 | $78,406 | $100,970-22.3% | $96,576-18.8% | $137,256-42.9% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 18.01% | 38.16%-20.2pp | 38.47%-20.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,488 | $3,809-60.9% | $3,553-58.1% | $4,156-64.2% |
| Participant deferral / active EE | $2,634 | $8,286-68.2% | $7,956-66.9% | $6,407-58.9% |
| Admin fee / account holder | $8,254 | $11,312-27.0% | $11,381-27.5% | $12,270-32.7% |