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 | $90,234 | $148,534-39.3% | $135,903-33.6% | $139,434-35.3% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 18.14% | 79.19%-61.0pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,968 | $5,243-24.3% | $4,856-18.3% | $4,751-16.5% |
| Participant deferral / active EE | $8,136 | $8,100+0.4% | $7,758+4.9% | $6,710+21.2% |
| Admin fee / account holder | $2,121 | $12,400-82.9% | $10,762-80.3% | $11,403-81.4% |