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 | $95,777 | $114,381-16.3% | $107,525-10.9% | $142,382-32.7% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 17.66% | 242.71%-225.0pp | 181.32%-163.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $6,801 | $4,015+69.4% | $3,754+81.2% | $4,299+58.2% |
| Participant deferral / active EE | $4,821 | $5,564-13.4% | $5,116-5.8% | $6,507-25.9% |
| Admin fee / account holder | $946 | $9,860-90.4% | $8,919-89.4% | $12,624-92.5% |