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 | $98,461 | $165,335-40.4% | $149,696-34.2% | $158,922-38.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 20.82% | 348.15%-327.3pp | 276.60%-255.8pp | 302.83%-282.0pp |
| Employer contribution / active EE | $1,618 | $5,103-68.3% | $4,644-65.2% | $4,761-66.0% |
| Participant deferral / active EE | $7,607 | $7,181+5.9% | $6,842+11.2% | $5,982+27.2% |
| Admin fee / account holder | $680 | $10,807-93.7% | $9,309-92.7% | $11,246-94.0% |