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 | $105,363 | $148,534-29.1% | $135,903-22.5% | $139,434-24.4% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 16.64% | 79.19%-62.6pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,338 | $5,243-55.4% | $4,856-51.9% | $4,751-50.8% |
| Participant deferral / active EE | $6,404 | $8,100-20.9% | $7,758-17.5% | $6,710-4.6% |
| Admin fee / account holder | $599 | $12,400-95.2% | $10,762-94.4% | $11,403-94.7% |