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 | $114,239 | $117,841-3.1% | $102,423+11.5% | $145,922-21.7% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 19.09% | 31.65%-12.6pp | 29.32%-10.2pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,129 | $3,615-41.1% | $3,023-29.6% | $4,660-54.3% |
| Participant deferral / active EE | $9,036 | $5,731+57.7% | $5,053+78.8% | $6,688+35.1% |
| Admin fee / account holder | $2,112 | $13,326-84.2% | $9,451-77.7% | $13,397-84.2% |