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 | $104,301 | $162,781-35.9% | $133,956-22.1% | $158,922-34.4% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 5.65% | 41.94%-36.3pp | 45.09%-39.4pp | 302.83%-297.2pp |
| Employer contribution / active EE | $7,419 | $4,975+49.1% | $3,919+89.3% | $4,761+55.8% |
| Participant deferral / active EE | $8,681 | $5,911+46.9% | $5,048+72.0% | $5,982+45.1% |
| Admin fee / account holder | $8,610 | $11,736-26.6% | $8,927-3.6% | $11,246-23.4% |