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 | $115,390 | $197,591-41.6% | $177,821-35.1% | $158,922-27.4% |
| Participation rate | 95.8% | 88.5%+7.3pp | 87.7%+8.1pp | 82.0%+13.9pp |
| Annual return | 19.41% | 58.76%-39.3pp | 48.32%-28.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $6,903 | $6,697+3.1% | $5,918+16.6% | $4,761+45.0% |
| Participant deferral / active EE | $6,938 | $8,405-17.4% | $7,714-10.1% | $5,982+16.0% |
| Admin fee / account holder | $1,885 | $15,399-87.8% | $12,427-84.8% | $11,246-83.2% |