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 | $96,918 | $106,584-9.1% | $101,326-4.3% | $142,382-31.9% |
| Participation rate | 95.8% | 82.7%+13.1pp | 81.5%+14.3pp | 80.1%+15.7pp |
| Annual return | 21.55% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,185 | $3,956+31.1% | $3,665+41.5% | $4,299+20.6% |
| Participant deferral / active EE | $9,534 | $8,297+14.9% | $7,994+19.3% | $6,507+46.5% |
| Admin fee / account holder | $2,356 | $11,446-79.4% | $11,185-78.9% | $12,624-81.3% |