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 | $101,897 | $135,952-25.0% | $123,892-17.8% | $273,961-62.8% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 7.19% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $4,274 | $5,170-17.3% | $4,617-7.4% | $4,869-12.2% |
| Participant deferral / active EE | $10,584 | $6,343+66.9% | $5,984+76.9% | $5,287+100.2% |
| Admin fee / account holder | $1,236 | $9,817-87.4% | $8,357-85.2% | $10,132-87.8% |