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 | $93,990 | $111,754-15.9% | $103,333-9.0% | $145,922-35.6% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.5%+16.8pp | 80.3%+11.0pp |
| Annual return | 12.48% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,226 | $4,212-23.4% | $3,868-16.6% | $4,660-30.8% |
| Participant deferral / active EE | $7,009 | $5,619+24.7% | $5,057+38.6% | $6,688+4.8% |
| Admin fee / account holder | $6,319 | $9,750-35.2% | $8,355-24.4% | $13,397-52.8% |