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 | $95,935 | $106,584-10.0% | $101,326-5.3% | $142,382-32.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 13.55% | 36.93%-23.4pp | 36.82%-23.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $9,664 | $3,956+144.3% | $3,665+163.7% | $4,299+124.8% |
| Participant deferral / active EE | $11,496 | $8,297+38.6% | $7,994+43.8% | $6,507+76.7% |
| Admin fee / account holder | $5,095 | $11,446-55.5% | $11,185-54.4% | $12,624-59.6% |