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 | $111,439 | $197,591-43.6% | $177,821-37.3% | $158,922-29.9% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 26.86% | 58.76%-31.9pp | 48.32%-21.5pp | 302.83%-276.0pp |
| Employer contribution / active EE | $8,518 | $6,697+27.2% | $5,918+43.9% | $4,761+78.9% |
| Participant deferral / active EE | $18,619 | $8,405+121.5% | $7,714+141.4% | $5,982+211.2% |
| Admin fee / account holder | $376 | $15,399-97.6% | $12,427-97.0% | $11,246-96.7% |