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 | $130,858 | $177,572-26.3% | $154,803-15.5% | $142,382-8.1% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 13.82% | 65.07%-51.2pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $5,739 | $4,810+19.3% | $4,305+33.3% | $4,299+33.5% |
| Participant deferral / active EE | $3,688 | $6,272-41.2% | $5,540-33.4% | $6,507-43.3% |
| Admin fee / account holder | $2,394 | $16,786-85.7% | $14,329-83.3% | $12,624-81.0% |