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 | $88,166 | $125,758-29.9% | $169,993-48.1% | $75,163+17.3% |
| Participation rate | 90.5% | 83.6%+6.9pp | 87.0%+3.5pp | 67.2%+23.3pp |
| Annual return | 16.14% | 27.20%-11.1pp | 53.37%-37.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $4,151 | $4,615-10.1% | $6,785-38.8% | $2,670+55.5% |
| Participant deferral / active EE | $7,222 | $6,837+5.6% | $10,408-30.6% | $4,125+75.1% |
| Admin fee / account holder | $1,516 | $8,173-81.5% | $12,815-88.2% | $5,651-73.2% |