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 | $130,165 | $148,534-12.4% | $135,903-4.2% | $139,434-6.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.35% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,132 | $5,243-40.3% | $4,856-35.5% | $4,751-34.1% |
| Participant deferral / active EE | $7,312 | $8,100-9.7% | $7,758-5.7% | $6,710+9.0% |
| Admin fee / account holder | $1,690 | $12,400-86.4% | $10,762-84.3% | $11,403-85.2% |