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 | $147,284 | $177,572-17.1% | $154,803-4.9% | $142,382+3.4% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 48.94% | 65.07%-16.1pp | 58.88%-9.9pp | 217.08%-168.1pp |
| Employer contribution / active EE | $4,009 | $4,810-16.7% | $4,305-6.9% | $4,299-6.8% |
| Participant deferral / active EE | $6,950 | $6,272+10.8% | $5,540+25.4% | $6,507+6.8% |
| Admin fee / account holder | $3,564 | $16,786-78.8% | $14,329-75.1% | $12,624-71.8% |