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 | $98,093 | $214,378-54.2% | $200,582-51.1% | $142,382-31.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 18.81% | 46.41%-27.6pp | 42.33%-23.5pp | 217.08%-198.3pp |
| Employer contribution / active EE | $9,834 | $6,841+43.7% | $6,419+53.2% | $4,299+128.7% |
| Participant deferral / active EE | $8,529 | $9,865-13.5% | $9,331-8.6% | $6,507+31.1% |
| Admin fee / account holder | $1,054 | $17,692-94.0% | $16,305-93.5% | $12,624-91.6% |