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 | $91,733 | $115,882-20.8% | $100,516-8.7% | $158,922-42.3% |
| Participation rate | 93.3% | 81.6%+11.8pp | 79.4%+13.9pp | 82.0%+11.4pp |
| Annual return | 15.83% | 34.79%-19.0pp | 30.89%-15.1pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,337 | $4,103-18.7% | $3,418-2.4% | $4,761-29.9% |
| Participant deferral / active EE | $7,488 | $6,674+12.2% | $6,270+19.4% | $5,982+25.2% |
| Admin fee / account holder | $8,110 | $10,995-26.2% | $8,081+0.4% | $11,246-27.9% |