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 | $108,978 | $157,256-30.7% | $141,162-22.8% | $152,861-28.7% |
| Participation rate | 95.8% | 84.8%+11.0pp | 82.5%+13.4pp | 82.4%+13.4pp |
| Annual return | 16.32% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $3,033 | $5,261-42.3% | $4,735-35.9% | $4,762-36.3% |
| Participant deferral / active EE | $7,158 | $7,109+0.7% | $6,709+6.7% | $5,850+22.4% |
| Admin fee / account holder | $1,981 | $12,120-83.7% | $10,261-80.7% | $11,596-82.9% |