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 | $131,114 | $214,378-38.8% | $200,582-34.6% | $142,382-7.9% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 15.57% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,062 | $6,841-55.2% | $6,419-52.3% | $4,299-28.8% |
| Participant deferral / active EE | $11,378 | $9,865+15.3% | $9,331+21.9% | $6,507+74.9% |
| Admin fee / account holder | $62,855 | $17,692+255.3% | $16,305+285.5% | $12,624+397.9% |