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 | $123,626 | $177,572-30.4% | $154,803-20.1% | $142,382-13.2% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 15.16% | 65.07%-49.9pp | 58.88%-43.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,958 | $4,810-59.3% | $4,305-54.5% | $4,299-54.4% |
| Participant deferral / active EE | $6,459 | $6,272+3.0% | $5,540+16.6% | $6,507-0.7% |
| Admin fee / account holder | $1,542 | $16,786-90.8% | $14,329-89.2% | $12,624-87.8% |