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 | $179,795 | $179,7260% | $156,263+15.1% | $142,382+26.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 16.21% | 77.86%-61.6pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,735 | $5,069-46.1% | $4,333-36.9% | $4,299-36.4% |
| Participant deferral / active EE | $9,832 | $6,956+41.3% | $6,158+59.7% | $6,507+51.1% |
| Admin fee / account holder | $966 | $17,272-94.4% | $14,255-93.2% | $12,624-92.3% |