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 9-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 | $123,927 | $159,602-22.4% | $150,045-17.4% | $142,382-13.0% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 16.49% | 70.24%-53.7pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,543 | $4,961-28.6% | $4,693-24.5% | $4,299-17.6% |
| Participant deferral / active EE | $6,305 | $8,310-24.1% | $7,997-21.2% | $6,507-3.1% |
| Admin fee / account holder | $2,772 | $14,846-81.3% | $13,435-79.4% | $12,624-78.0% |