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 | $112,506 | $140,940-20.2% | $112,229+0.2% | $139,434-19.3% |
| Participation rate | 73.9% | 79.2%-5.3pp | 72.4%+1.5pp | 80.3%-6.4pp |
| Annual return | 18.53% | 32.71%-14.2pp | 30.20%-11.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,045 | $4,283-28.9% | $3,430-11.2% | $4,751-35.9% |
| Participant deferral / active EE | $6,931 | $5,874+18.0% | $4,798+44.5% | $6,710+3.3% |
| Admin fee / account holder | $6,035 | $9,954-39.4% | $7,748-22.1% | $11,403-47.1% |