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 | $209,901 | $238,490-12.0% | $180,183+16.5% | $142,382+47.4% |
| Participation rate | 93.3% | 82.3%+11.1pp | 77.4%+15.9pp | 80.1%+13.2pp |
| Annual return | 17.89% | 33.56%-15.7pp | 27.86%-10.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $9,000 | $6,143+46.5% | $5,039+78.6% | $4,299+109.3% |
| Participant deferral / active EE | $6,264 | $7,996-21.7% | $6,822-8.2% | $6,507-3.7% |
| Admin fee / account holder | $17,139 | $28,866-40.6% | $19,975-14.2% | $12,624+35.8% |