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 | $107,077 | $115,882-7.6% | $100,516+6.5% | $158,922-32.6% |
| Participation rate | 91.7% | 81.6%+10.1pp | 79.4%+12.3pp | 82.0%+9.7pp |
| Annual return | 16.16% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,066 | $4,103-49.7% | $3,418-39.6% | $4,761-56.6% |
| Participant deferral / active EE | $3,583 | $6,674-46.3% | $6,270-42.8% | $5,982-40.1% |
| Admin fee / account holder | $4,230 | $10,995-61.5% | $8,081-47.7% | $11,246-62.4% |