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 | $109,567 | $135,952-19.4% | $123,892-11.6% | $273,961-60.0% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 6.17% | 56.63%-50.5pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,561 | $5,170-69.8% | $4,617-66.2% | $4,869-67.9% |
| Participant deferral / active EE | $3,645 | $6,343-42.5% | $5,984-39.1% | $5,287-31.1% |
| Admin fee / account holder | $1,239 | $9,817-87.4% | $8,357-85.2% | $10,132-87.8% |