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 | $90,092 | $90,503-0.5% | $78,689+14.5% | $273,961-67.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.11% | 75.60%-62.5pp | 62.18%-49.1pp | 41.45%-28.3pp |
| Employer contribution / active EE | $1,711 | $3,176-46.1% | $2,851-40.0% | $4,869-64.9% |
| Participant deferral / active EE | $4,736 | $3,901+21.4% | $3,517+34.7% | $5,287-10.4% |
| Admin fee / account holder | $2,701 | $5,263-48.7% | $4,510-40.1% | $10,132-73.3% |