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 9-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 | $112,162 | $127,065-11.7% | $113,168-0.9% | $142,382-21.2% |
| Participation rate | 92.3% | 79.2%+13.1pp | 76.6%+15.7pp | 80.1%+12.2pp |
| Annual return | 13.28% | 24.03%-10.7pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $17,340 | $3,442+403.8% | $2,975+482.8% | $4,299+303.3% |
| Participant deferral / active EE | $3,143 | $5,716-45.0% | $5,107-38.5% | $6,507-51.7% |
| Admin fee / account holder | $1,484 | $15,736-90.6% | $12,068-87.7% | $12,624-88.2% |