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 | $77,044 | $127,777-39.7% | $106,548-27.7% | $167,490-54.0% |
| Participation rate | 90.9% | 78.3%+12.6pp | 76.1%+14.8pp | 82.1%+8.8pp |
| Annual return | 8.43% | 33.87%-25.4pp | 26.80%-18.4pp | 478.56%-470.1pp |
| Employer contribution / active EE | $1,698 | $3,427-50.5% | $2,819-39.8% | $4,837-64.9% |
| Participant deferral / active EE | $6,252 | $5,087+22.9% | $4,398+42.1% | $6,341-1.4% |
| Admin fee / account holder | $7,950 | $11,228-29.2% | $7,407+7.3% | $12,309-35.4% |