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 8-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 | $107,472 | $124,425-13.6% | $112,040-4.1% | $137,256-21.7% |
| Participation rate | 95.0% | 79.3%+15.7pp | 76.5%+18.5pp | 80.0%+15.0pp |
| Annual return | 17.67% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,811 | $3,411-17.6% | $2,954-4.8% | $4,156-32.4% |
| Participant deferral / active EE | $6,990 | $5,718+22.2% | $5,098+37.1% | $6,407+9.1% |
| Admin fee / account holder | $3,114 | $15,207-79.5% | $12,098-74.3% | $12,270-74.6% |