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 | $107,292 | $148,534-27.8% | $135,903-21.1% | $139,434-23.1% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 26.74% | 79.19%-52.4pp | 68.23%-41.5pp | 372.94%-346.2pp |
| Employer contribution / active EE | $3,720 | $5,243-29.1% | $4,856-23.4% | $4,751-21.7% |
| Participant deferral / active EE | $10,022 | $8,100+23.7% | $7,758+29.2% | $6,710+49.4% |
| Admin fee / account holder | $798 | $12,400-93.6% | $10,762-92.6% | $11,403-93.0% |