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 | $113,807 | $105,859+7.5% | $90,160+26.2% | $147,584-22.9% |
| Participation rate | 86.4% | 79.7%+6.6pp | 76.9%+9.5pp | 82.8%+3.5pp |
| Annual return | 11.77% | 37.63%-25.9pp | 34.88%-23.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,196 | $4,126-46.8% | $3,318-33.8% | $4,876-55.0% |
| Participant deferral / active EE | $2,889 | $5,733-49.6% | $5,288-45.4% | $5,439-46.9% |
| Admin fee / account holder | $3,838 | $8,046-52.3% | $5,943-35.4% | $10,885-64.7% |