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 | $82,504 | $106,515-22.5% | $96,683-14.7% | $139,434-40.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 19.25% | 38.43%-19.2pp | 35.69%-16.4pp | 372.94%-353.7pp |
| Employer contribution / active EE | $4,081 | $4,103-0.5% | $3,737+9.2% | $4,751-14.1% |
| Participant deferral / active EE | $11,063 | $5,454+102.8% | $4,878+126.8% | $6,710+64.9% |
| Admin fee / account holder | $6,499 | $7,877-17.5% | $6,730-3.4% | $11,403-43.0% |