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 | $95,964 | $179,726-46.6% | $156,263-38.6% | $142,382-32.6% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 12.09% | 77.86%-65.8pp | 59.47%-47.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,736 | $5,069-26.3% | $4,333-13.8% | $4,299-13.1% |
| Participant deferral / active EE | $7,404 | $6,956+6.4% | $6,158+20.2% | $6,507+13.8% |
| Admin fee / account holder | $18,806 | $17,272+8.9% | $14,255+31.9% | $12,624+49.0% |