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 | $107,929 | $185,822-41.9% | $169,993-36.5% | $139,434-22.6% |
| Participation rate | 94.7% | 87.8%+7.0pp | 87.0%+7.7pp | 80.3%+14.4pp |
| Annual return | 12.46% | 60.50%-48.0pp | 53.37%-40.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,294 | $7,590-69.8% | $6,785-66.2% | $4,751-51.7% |
| Participant deferral / active EE | $6,671 | $11,622-42.6% | $10,408-35.9% | $6,710-0.6% |
| Admin fee / account holder | $1,189 | $15,381-92.3% | $12,815-90.7% | $11,403-89.6% |