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 | $74,093 | $116,875-36.6% | $354,050-79.1% | $116,875-36.6% |
| Participation rate | 96.8% | 74.5%+22.3pp | 80.0%+16.9pp | 74.5%+22.3pp |
| Annual return | 18.28% | 16.29%+2.0pp | -17.20%+35.5pp | 16.29%+2.0pp |
| Employer contribution / active EE | $3,569 | $3,288+8.6% | $3,792-5.9% | $3,288+8.6% |
| Participant deferral / active EE | $5,263 | $3,885+35.5% | $4,870+8.1% | $3,885+35.5% |
| Admin fee / account holder | $8,278 | $12,263-32.5% | $12,771-35.2% | $12,263-32.5% |