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 | $127,412 | $157,256-19.0% | $141,162-9.7% | $152,861-16.6% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 20.32% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,583 | $5,261-50.9% | $4,735-45.4% | $4,762-45.8% |
| Participant deferral / active EE | $8,115 | $7,109+14.1% | $6,709+21.0% | $5,850+38.7% |
| Admin fee / account holder | $23,908 | $12,120+97.3% | $10,261+133.0% | $11,596+106.2% |