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 | $108,911 | $176,812-38.4% | $146,665-25.7% | $167,490-35.0% |
| Participation rate | 95.2% | 83.6%+11.6pp | 80.1%+15.2pp | 82.1%+13.1pp |
| Annual return | 14.82% | 24.03%-9.2pp | 22.74%-7.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $6,778 | $5,160+31.4% | $4,136+63.9% | $4,837+40.1% |
| Participant deferral / active EE | $6,866 | $6,440+6.6% | $5,506+24.7% | $6,341+8.3% |
| Admin fee / account holder | $4,724 | $13,259-64.4% | $10,280-54.0% | $12,309-61.6% |