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 | $87,263 | $239,571-63.6% | $183,328-52.4% | $137,256-36.4% |
| Participation rate | 91.3% | 82.4%+8.9pp | 77.3%+14.0pp | 80.0%+11.3pp |
| Annual return | 16.73% | 35.69%-19.0pp | 29.67%-12.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,516 | $6,148-59.1% | $5,055-50.2% | $4,156-39.5% |
| Participant deferral / active EE | $8,772 | $7,995+9.7% | $6,795+29.1% | $6,407+36.9% |
| Admin fee / account holder | $1,669 | $30,059-94.4% | $21,427-92.2% | $12,270-86.4% |