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 | $142,982 | $176,812-19.1% | $146,665-2.5% | $167,490-14.6% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 18.50% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $2,913 | $5,160-43.5% | $4,136-29.6% | $4,837-39.8% |
| Participant deferral / active EE | $8,297 | $6,440+28.8% | $5,506+50.7% | $6,341+30.8% |
| Admin fee / account holder | $10,106 | $13,259-23.8% | $10,280-1.7% | $12,309-17.9% |