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 | $113,519 | $154,117-26.3% | $129,995-12.7% | $139,434-18.6% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 15.35% | 32.48%-17.1pp | -137.18%+152.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $3,644 | $5,289-31.1% | $4,320-15.6% | $4,751-23.3% |
| Participant deferral / active EE | $9,214 | $6,710+37.3% | $5,820+58.3% | $6,710+37.3% |
| Admin fee / account holder | $786 | $14,007-94.4% | $10,614-92.6% | $11,403-93.1% |