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 | $107,548 | $116,175-7.4% | $93,606+14.9% | $152,861-29.6% |
| Participation rate | 70.8% | 78.0%-7.2pp | 75.8%-5.0pp | 82.4%-11.6pp |
| Annual return | 23.69% | 35.96%-12.3pp | 32.76%-9.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,601 | $3,218-19.2% | $2,718-4.3% | $4,762-45.4% |
| Participant deferral / active EE | $6,486 | $4,603+40.9% | $4,069+59.4% | $5,850+10.9% |
| Admin fee / account holder | $1,718 | $10,748-84.0% | $7,888-78.2% | $11,596-85.2% |