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 | $122,801 | $159,602-23.1% | $150,045-18.2% | $142,382-13.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.3%+12.7pp | 80.1%+14.9pp |
| Annual return | 15.09% | 70.24%-55.1pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $6,845 | $4,961+38.0% | $4,693+45.8% | $4,299+59.2% |
| Participant deferral / active EE | $7,189 | $8,310-13.5% | $7,997-10.1% | $6,507+10.5% |
| Admin fee / account holder | $3,055 | $14,846-79.4% | $13,435-77.3% | $12,624-75.8% |