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 | $178,174-40.2% | $156,181-31.8% | $137,256-22.4% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 16.71% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,532 | $4,972-28.9% | $4,294-17.7% | $4,156-15.0% |
| Participant deferral / active EE | $4,796 | $6,888-30.4% | $6,132-21.8% | $6,407-25.1% |
| Admin fee / account holder | $1,252 | $17,404-92.8% | $14,586-91.4% | $12,270-89.8% |