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 | $90,260 | $106,515-15.3% | $96,683-6.6% | $139,434-35.3% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 17.22% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $4,292 | $4,103+4.6% | $3,737+14.9% | $4,751-9.7% |
| Participant deferral / active EE | $9,697 | $5,454+77.8% | $4,878+98.8% | $6,710+44.5% |
| Admin fee / account holder | $35,412 | $7,877+349.6% | $6,730+426.2% | $11,403+210.6% |