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 | $116,481 | $177,572-34.4% | $154,803-24.8% | $142,382-18.2% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 17.23% | 65.07%-47.8pp | 58.88%-41.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,876 | $4,810-61.0% | $4,305-56.4% | $4,299-56.4% |
| Participant deferral / active EE | $6,640 | $6,272+5.9% | $5,540+19.8% | $6,507+2.0% |
| Admin fee / account holder | $2,596 | $16,786-84.5% | $14,329-81.9% | $12,624-79.4% |