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 | $115,644 | $179,726-35.7% | $156,263-26.0% | $142,382-18.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 18.00% | 77.86%-59.9pp | 59.47%-41.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,799 | $5,069-44.8% | $4,333-35.4% | $4,299-34.9% |
| Participant deferral / active EE | $8,347 | $6,956+20.0% | $6,158+35.5% | $6,507+28.3% |
| Admin fee / account holder | $3,850 | $17,272-77.7% | $14,255-73.0% | $12,624-69.5% |