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 | $74,257 | $101,069-26.5% | $81,478-8.9% | $147,584-49.7% |
| Participation rate | 93.3% | 74.5%+18.9pp | 68.0%+25.4pp | 82.8%+10.5pp |
| Annual return | 17.82% | 32.40%-14.6pp | 38.78%-21.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $3,541 | $3,205+10.5% | $2,568+37.9% | $4,876-27.4% |
| Participant deferral / active EE | $12,054 | $4,242+184.2% | $3,537+240.8% | $5,439+121.6% |
| Admin fee / account holder | $5,551 | $5,812-4.5% | $4,561+21.7% | $10,885-49.0% |