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 | $96,107 | $127,386-24.6% | $115,037-16.5% | $125,391-23.4% |
| Participation rate | 94.1% | 84.2%+10.0pp | 81.4%+12.8pp | 83.2%+10.9pp |
| Annual return | 1.34% | 31.28%-29.9pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $3,515 | $5,166-32.0% | $4,608-23.7% | $4,866-27.8% |
| Participant deferral / active EE | $10,302 | $6,423+60.4% | $6,026+70.9% | $5,352+92.5% |
| Admin fee / account holder | $3,397 | $9,516-64.3% | $8,175-58.4% | $9,540-64.4% |