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 | $108,183 | $103,376+4.7% | $87,100+24.2% | $152,861-29.2% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 14.63% | 28.10%-13.5pp | 28.19%-13.6pp | 345.32%-330.7pp |
| Employer contribution / active EE | $1,647 | $3,220-48.8% | $2,521-34.7% | $4,762-65.4% |
| Participant deferral / active EE | $9,611 | $4,778+101.2% | $4,049+137.4% | $5,850+64.3% |
| Admin fee / account holder | $1,740 | $12,205-85.7% | $7,497-76.8% | $11,596-85.0% |