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 | $89,733 | $111,535-19.5% | $105,223-14.7% | $137,256-34.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 12.66% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $4,277 | $3,939+8.6% | $3,689+15.9% | $4,156+2.9% |
| Participant deferral / active EE | $9,833 | $5,500+78.8% | $5,072+93.9% | $6,407+53.5% |
| Admin fee / account holder | $4,814 | $9,721-50.5% | $8,859-45.7% | $12,270-60.8% |