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 | $115,282 | $124,425-7.3% | $112,040+2.9% | $137,256-16.0% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 11.21% | 24.72%-13.5pp | 24.52%-13.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,218 | $3,411-35.0% | $2,954-24.9% | $4,156-46.6% |
| Participant deferral / active EE | $5,310 | $5,718-7.1% | $5,098+4.2% | $6,407-17.1% |
| Admin fee / account holder | $8,034 | $15,207-47.2% | $12,098-33.6% | $12,270-34.5% |