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 | $92,941 | $114,381-18.7% | $107,525-13.6% | $142,382-34.7% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 15.54% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,240 | $4,015-44.2% | $3,754-40.3% | $4,299-47.9% |
| Participant deferral / active EE | $5,396 | $5,564-3.0% | $5,116+5.5% | $6,507-17.1% |
| Admin fee / account holder | $3,401 | $9,860-65.5% | $8,919-61.9% | $12,624-73.1% |