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 | $149,078 | $127,065+17.3% | $113,168+31.7% | $142,382+4.7% |
| Participation rate | 91.3% | 79.2%+12.1pp | 76.6%+14.7pp | 80.1%+11.2pp |
| Annual return | 15.36% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,427 | $3,442-0.4% | $2,975+15.2% | $4,299-20.3% |
| Participant deferral / active EE | $7,570 | $5,716+32.4% | $5,107+48.2% | $6,507+16.3% |
| Admin fee / account holder | $17,974 | $15,736+14.2% | $12,068+48.9% | $12,624+42.4% |