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 | $87,560 | $124,319-29.6% | $111,297-21.3% | $167,490-47.7% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 18.45% | 37.44%-19.0pp | 54.65%-36.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $3,887 | $3,435+13.2% | $2,731+42.3% | $4,837-19.6% |
| Participant deferral / active EE | $5,900 | $5,180+13.9% | $4,487+31.5% | $6,341-7.0% |
| Admin fee / account holder | $974 | $10,618-90.8% | $7,964-87.8% | $12,309-92.1% |