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 | $106,513 | $154,228-30.9% | $145,433-26.8% | $137,256-22.4% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 15.63% | 74.59%-59.0pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,608 | $4,804-45.7% | $4,554-42.7% | $4,156-37.2% |
| Participant deferral / active EE | $3,378 | $8,216-58.9% | $7,897-57.2% | $6,407-47.3% |
| Admin fee / account holder | $934 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |