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 | $67,817 | $228,332-70.3% | $185,823-63.5% | $158,922-57.3% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 31.04% | 40.80%-9.8pp | 35.95%-4.9pp | 302.83%-271.8pp |
| Employer contribution / active EE | $2,160 | $4,967-56.5% | $4,087-47.2% | $4,761-54.6% |
| Participant deferral / active EE | $2,586 | $6,415-59.7% | $5,632-54.1% | $5,982-56.8% |
| Admin fee / account holder | $10,000 | $11,864-15.7% | $9,500+5.3% | $11,246-11.1% |