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 | $107,407 | $238,490-55.0% | $180,183-40.4% | $142,382-24.6% |
| Participation rate | 93.8% | 82.3%+11.5pp | 77.4%+16.3pp | 80.1%+13.6pp |
| Annual return | 15.09% | 33.56%-18.5pp | 27.86%-12.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $4,349 | $6,143-29.2% | $5,039-13.7% | $4,299+1.2% |
| Participant deferral / active EE | $9,850 | $7,996+23.2% | $6,822+44.4% | $6,507+51.4% |
| Admin fee / account holder | $15,145 | $28,866-47.5% | $19,975-24.2% | $12,624+20.0% |