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 | $99,357 | $148,534-33.1% | $135,903-26.9% | $139,434-28.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 15.73% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,745 | $5,243-66.7% | $4,856-64.1% | $4,751-63.3% |
| Participant deferral / active EE | $7,415 | $8,100-8.5% | $7,758-4.4% | $6,710+10.5% |
| Admin fee / account holder | $11,487 | $12,400-7.4% | $10,762+6.7% | $11,403+0.7% |