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 | $136,786 | $179,726-23.9% | $156,263-12.5% | $142,382-3.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 14.07% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,357 | $5,069-14.0% | $4,333+0.6% | $4,299+1.4% |
| Participant deferral / active EE | $8,498 | $6,956+22.2% | $6,158+38.0% | $6,507+30.6% |
| Admin fee / account holder | $14,127 | $17,272-18.2% | $14,255-0.9% | $12,624+11.9% |