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 | $128,189 | $177,572-27.8% | $154,803-17.2% | $142,382-10.0% |
| Participation rate | 95.5% | 82.1%+13.4pp | 78.1%+17.4pp | 80.1%+15.3pp |
| Annual return | 14.69% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,816 | $4,810-20.7% | $4,305-11.4% | $4,299-11.2% |
| Participant deferral / active EE | $6,902 | $6,272+10.1% | $5,540+24.6% | $6,507+6.1% |
| Admin fee / account holder | $1,281 | $16,786-92.4% | $14,329-91.1% | $12,624-89.9% |