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 | $126,447 | $142,405-11.2% | $115,157+9.8% | $152,861-17.3% |
| Participation rate | 95.2% | 82.4%+12.9pp | 75.9%+19.3pp | 82.4%+12.8pp |
| Annual return | 25.55% | 41.48%-15.9pp | 35.60%-10.0pp | 345.32%-319.8pp |
| Employer contribution / active EE | $3,805 | $4,010-5.1% | $3,179+19.7% | $4,762-20.1% |
| Participant deferral / active EE | $6,277 | $5,164+21.6% | $4,168+50.6% | $5,850+7.3% |
| Admin fee / account holder | $2,075 | $8,462-75.5% | $7,088-70.7% | $11,596-82.1% |