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 | $96,320 | $135,952-29.2% | $123,892-22.3% | $273,961-64.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 10.49% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-31.0pp |
| Employer contribution / active EE | $5,299 | $5,170+2.5% | $4,617+14.8% | $4,869+8.8% |
| Participant deferral / active EE | $10,186 | $6,343+60.6% | $5,984+70.2% | $5,287+92.6% |
| Admin fee / account holder | $1,550 | $9,817-84.2% | $8,357-81.5% | $10,132-84.7% |