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 | $108,585 | $172,111-36.9% | $150,298-27.8% | $137,256-20.9% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 16.09% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,632 | $4,636-64.8% | $4,154-60.7% | $4,156-60.7% |
| Participant deferral / active EE | $4,599 | $6,166-25.4% | $5,453-15.7% | $6,407-28.2% |
| Admin fee / account holder | $1,722 | $16,471-89.5% | $14,116-87.8% | $12,270-86.0% |