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 | $92,646 | $118,680-21.9% | $98,907-6.3% | $158,922-41.7% |
| Participation rate | 86.4% | 77.8%+8.5pp | 76.0%+10.3pp | 82.0%+4.4pp |
| Annual return | 14.49% | 372.35%-357.9pp | 196.43%-181.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,574 | $3,333+7.2% | $2,689+32.9% | $4,761-24.9% |
| Participant deferral / active EE | $6,702 | $5,088+31.7% | $4,244+57.9% | $5,982+12.0% |
| Admin fee / account holder | $1,139 | $10,131-88.8% | $6,642-82.9% | $11,246-89.9% |