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 | $102,234 | $177,572-42.4% | $154,803-34.0% | $142,382-28.2% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 17.16% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,175 | $4,810+28.4% | $4,305+43.4% | $4,299+43.6% |
| Participant deferral / active EE | $8,173 | $6,272+30.3% | $5,540+47.5% | $6,507+25.6% |
| Admin fee / account holder | $2,301 | $16,786-86.3% | $14,329-83.9% | $12,624-81.8% |