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 | $131,067 | $106,584+23.0% | $101,326+29.4% | $142,382-7.9% |
| Participation rate | 72.7% | 82.7%-10.0pp | 81.5%-8.8pp | 80.1%-7.4pp |
| Annual return | 16.69% | 36.93%-20.2pp | 36.82%-20.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,083 | $3,956-47.4% | $3,665-43.2% | $4,299-51.6% |
| Participant deferral / active EE | $3,902 | $8,297-53.0% | $7,994-51.2% | $6,507-40.0% |
| Admin fee / account holder | $1,220 | $11,446-89.3% | $11,185-89.1% | $12,624-90.3% |