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 | $106,521 | $179,726-40.7% | $156,263-31.8% | $142,382-25.2% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 16.71% | 77.86%-61.1pp | 59.47%-42.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,532 | $5,069-30.3% | $4,333-18.5% | $4,299-17.8% |
| Participant deferral / active EE | $4,796 | $6,956-31.1% | $6,158-22.1% | $6,507-26.3% |
| Admin fee / account holder | $1,252 | $17,272-92.8% | $14,255-91.2% | $12,624-90.1% |