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 | $91,753 | $178,174-48.5% | $156,181-41.3% | $137,256-33.2% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 16.29% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,542 | $4,972+51.7% | $4,294+75.7% | $4,156+81.5% |
| Participant deferral / active EE | $5,397 | $6,888-21.7% | $6,132-12.0% | $6,407-15.8% |
| Admin fee / account holder | $11,140 | $17,404-36.0% | $14,586-23.6% | $12,270-9.2% |