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 | $111,818 | $127,065-12.0% | $113,168-1.2% | $142,382-21.5% |
| Participation rate | 94.1% | 79.2%+14.9pp | 76.6%+17.6pp | 80.1%+14.0pp |
| Annual return | 11.35% | 24.03%-12.7pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,202 | $3,442-36.0% | $2,975-26.0% | $4,299-48.8% |
| Participant deferral / active EE | $3,593 | $5,716-37.1% | $5,107-29.6% | $6,507-44.8% |
| Admin fee / account holder | $1,655 | $15,736-89.5% | $12,068-86.3% | $12,624-86.9% |