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 | $78,967 | $179,726-56.1% | $156,263-49.5% | $142,382-44.5% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 15.40% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,508 | $5,069-50.5% | $4,333-42.1% | $4,299-41.7% |
| Participant deferral / active EE | $6,427 | $6,956-7.6% | $6,158+4.4% | $6,507-1.2% |
| Admin fee / account holder | $11,263 | $17,272-34.8% | $14,255-21.0% | $12,624-10.8% |