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 | $90,514 | $124,281-27.2% | $109,143-17.1% | $167,490-46.0% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 15.46% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,617 | $4,207-37.8% | $3,722-29.7% | $4,837-45.9% |
| Participant deferral / active EE | $3,284 | $5,255-37.5% | $4,653-29.4% | $6,341-48.2% |
| Admin fee / account holder | $1,233 | $7,970-84.5% | $6,752-81.7% | $12,309-90.0% |