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 | $90,571 | $114,381-20.8% | $107,525-15.8% | $142,382-36.4% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.1%+7.5pp | 80.1%+2.5pp |
| Annual return | 11.90% | 242.71%-230.8pp | 181.32%-169.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,564 | $4,015-36.1% | $3,754-31.7% | $4,299-40.4% |
| Participant deferral / active EE | $5,233 | $5,564-5.9% | $5,116+2.3% | $6,507-19.6% |
| Admin fee / account holder | $17,154 | $9,860+74.0% | $8,919+92.3% | $12,624+35.9% |