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 | $85,078 | $96,965-12.3% | $97,995-13.2% | $147,584-42.4% |
| Participation rate | 90.9% | 83.6%+7.3pp | 82.4%+8.5pp | 82.8%+8.1pp |
| Annual return | 15.77% | 24.11%-8.3pp | 23.94%-8.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,855 | $4,536-15.0% | $4,158-7.3% | $4,876-20.9% |
| Participant deferral / active EE | $3,472 | $5,081-31.7% | $5,097-31.9% | $5,439-36.2% |
| Admin fee / account holder | $5,896 | $8,120-27.4% | $5,943-0.8% | $10,885-45.8% |