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 | $95,466 | $108,912-12.3% | $100,383-4.9% | $145,959-34.6% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 13.60% | 57.96%-44.4pp | 49.26%-35.7pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,511 | $4,423-43.2% | $3,944-36.3% | $4,661-46.1% |
| Participant deferral / active EE | $5,089 | $8,451-39.8% | $8,086-37.1% | $6,689-23.9% |
| Admin fee / account holder | $6,784 | $9,690-30.0% | $7,900-14.1% | $13,398-49.4% |