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 | $105,517 | $154,117-31.5% | $129,995-18.8% | $139,434-24.3% |
| Participation rate | 92.9% | 82.0%+10.9pp | 78.5%+14.4pp | 80.3%+12.5pp |
| Annual return | 21.05% | 32.48%-11.4pp | -137.18%+158.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,008 | $5,289-62.0% | $4,320-53.5% | $4,751-57.7% |
| Participant deferral / active EE | $10,110 | $6,710+50.7% | $5,820+73.7% | $6,710+50.7% |
| Admin fee / account holder | $2,239 | $14,007-84.0% | $10,614-78.9% | $11,403-80.4% |