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 | $122,694 | $165,912-26.0% | $122,332+0.3% | $147,584-16.9% |
| Participation rate | 94.1% | 79.6%+14.5pp | 71.6%+22.5pp | 82.8%+11.3pp |
| Annual return | 12.67% | 34.55%-21.9pp | 30.27%-17.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,941 | $5,754-48.9% | $4,050-27.4% | $4,876-39.7% |
| Participant deferral / active EE | $1,058 | $4,005-73.6% | $3,287-67.8% | $5,439-80.6% |
| Admin fee / account holder | $2,359 | $7,424-68.2% | $5,478-56.9% | $10,885-78.3% |