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 | $97,778 | $124,319-21.3% | $111,297-12.1% | $167,490-41.6% |
| Participation rate | 92.9% | 79.6%+13.2pp | 77.3%+15.5pp | 82.1%+10.8pp |
| Annual return | 17.09% | 37.44%-20.3pp | 54.65%-37.6pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,937 | $3,435-14.5% | $2,731+7.5% | $4,837-39.3% |
| Participant deferral / active EE | $4,430 | $5,180-14.5% | $4,487-1.3% | $6,341-30.1% |
| Admin fee / account holder | $6,879 | $10,618-35.2% | $7,964-13.6% | $12,309-44.1% |