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 | $111,660 | $227,553-50.9% | $189,557-41.1% | $167,490-33.3% |
| Participation rate | 81.3% | 82.5%-1.2pp | 78.4%+2.8pp | 82.1%-0.9pp |
| Annual return | 7.92% | 78.40%-70.5pp | 64.17%-56.2pp | 478.56%-470.6pp |
| Employer contribution / active EE | $1,138 | $5,316-78.6% | $4,412-74.2% | $4,837-76.5% |
| Participant deferral / active EE | $3,692 | $7,002-47.3% | $6,174-40.2% | $6,341-41.8% |
| Admin fee / account holder | $3,792 | $11,878-68.1% | $9,807-61.3% | $12,309-69.2% |