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 | $91,402 | $106,584-14.2% | $101,326-9.8% | $142,382-35.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.37% | 36.93%-15.6pp | 36.82%-15.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,747 | $3,956+45.3% | $3,665+56.8% | $4,299+33.7% |
| Participant deferral / active EE | $11,041 | $8,297+33.1% | $7,994+38.1% | $6,507+69.7% |
| Admin fee / account holder | $431 | $11,446-96.2% | $11,185-96.2% | $12,624-96.6% |