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 | $133,248 | $214,378-37.8% | $200,582-33.6% | $142,382-6.4% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 13.88% | 46.41%-32.5pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,706 | $6,841-45.8% | $6,419-42.3% | $4,299-13.8% |
| Participant deferral / active EE | $5,278 | $9,865-46.5% | $9,331-43.4% | $6,507-18.9% |
| Admin fee / account holder | $2,093 | $17,692-88.2% | $16,305-87.2% | $12,624-83.4% |