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 | $95,546 | $154,117-38.0% | $129,995-26.5% | $139,434-31.5% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 14.04% | 32.48%-18.4pp | -137.18%+151.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,097 | $5,289-79.3% | $4,320-74.6% | $4,751-76.9% |
| Participant deferral / active EE | $7,962 | $6,710+18.7% | $5,820+36.8% | $6,710+18.7% |
| Admin fee / account holder | $7,987 | $14,007-43.0% | $10,614-24.8% | $11,403-30.0% |