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 | $76,462 | $124,281-38.5% | $109,143-29.9% | $167,490-54.3% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 16.19% | 26.04%-9.8pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $3,021 | $4,207-28.2% | $3,722-18.8% | $4,837-37.5% |
| Participant deferral / active EE | $9,418 | $5,255+79.2% | $4,653+102.4% | $6,341+48.5% |
| Admin fee / account holder | $8,718 | $7,970+9.4% | $6,752+29.1% | $12,309-29.2% |