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 | $117,701 | $214,378-45.1% | $200,582-41.3% | $142,382-17.3% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 13.07% | 46.41%-33.3pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,611 | $6,841-47.2% | $6,419-43.7% | $4,299-16.0% |
| Participant deferral / active EE | $6,485 | $9,865-34.3% | $9,331-30.5% | $6,507-0.3% |
| Admin fee / account holder | $5,600 | $17,692-68.3% | $16,305-65.7% | $12,624-55.6% |