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 | $94,216 | $148,534-36.6% | $135,903-30.7% | $139,434-32.4% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 21.19% | 79.19%-58.0pp | 68.23%-47.0pp | 372.94%-351.8pp |
| Employer contribution / active EE | $5,185 | $5,243-1.1% | $4,856+6.8% | $4,751+9.1% |
| Participant deferral / active EE | $10,686 | $8,100+31.9% | $7,758+37.7% | $6,710+59.2% |
| Admin fee / account holder | $10,808 | $12,400-12.8% | $10,762+0.4% | $11,403-5.2% |