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 | $132,015 | $238,490-44.6% | $180,183-26.7% | $142,382-7.3% |
| Participation rate | 92.3% | 82.3%+10.0pp | 77.4%+14.9pp | 80.1%+12.2pp |
| Annual return | 17.48% | 33.56%-16.1pp | 27.86%-10.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,722 | $6,143-55.7% | $5,039-46.0% | $4,299-36.7% |
| Participant deferral / active EE | $7,117 | $7,996-11.0% | $6,822+4.3% | $6,507+9.4% |
| Admin fee / account holder | $3,354 | $28,866-88.4% | $19,975-83.2% | $12,624-73.4% |