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 | $132,743 | $159,602-16.8% | $150,045-11.5% | $142,382-6.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 14.72% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,208 | $4,961-75.7% | $4,693-74.3% | $4,299-71.9% |
| Participant deferral / active EE | $7,937 | $8,310-4.5% | $7,997-0.8% | $6,507+22.0% |
| Admin fee / account holder | $842 | $14,846-94.3% | $13,435-93.7% | $12,624-93.3% |