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 | $77,384 | $104,251-25.8% | $91,001-15.0% | $147,584-47.6% |
| Participation rate | 86.4% | 78.2%+8.1pp | 75.6%+10.8pp | 82.8%+3.5pp |
| Annual return | 18.78% | 27.06%-8.3pp | 4.60%+14.2pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,309 | $3,116+6.2% | $2,456+34.8% | $4,876-32.1% |
| Participant deferral / active EE | $7,001 | $4,195+66.9% | $3,547+97.3% | $5,439+28.7% |
| Admin fee / account holder | $366 | $8,948-95.9% | $5,417-93.2% | $10,885-96.6% |