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 | $189,952 | $214,378-11.4% | $200,582-5.3% | $142,382+33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.21% | 46.41%-34.2pp | 42.33%-30.1pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,026 | $6,841-70.4% | $6,419-68.4% | $4,299-52.9% |
| Participant deferral / active EE | $4,210 | $9,865-57.3% | $9,331-54.9% | $6,507-35.3% |
| Admin fee / account holder | $2,893 | $17,692-83.6% | $16,305-82.3% | $12,624-77.1% |