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 | $95,758 | $118,849-19.4% | $96,562-0.8% | $167,490-42.8% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 9.24% | 50.49%-41.2pp | 37.78%-28.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $2,105 | $3,120-32.5% | $2,356-10.7% | $4,837-56.5% |
| Participant deferral / active EE | $4,471 | $4,616-3.1% | $3,849+16.2% | $6,341-29.5% |
| Admin fee / account holder | $2,611 | $8,065-67.6% | $6,181-57.8% | $12,309-78.8% |