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 | $123,121 | $106,515+15.6% | $96,683+27.3% | $139,434-11.7% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 14.87% | 38.43%-23.6pp | 35.69%-20.8pp | 372.94%-358.1pp |
| Employer contribution / active EE | $3,191 | $4,103-22.2% | $3,737-14.6% | $4,751-32.8% |
| Participant deferral / active EE | $9,873 | $5,454+81.0% | $4,878+102.4% | $6,710+47.1% |
| Admin fee / account holder | $908 | $7,877-88.5% | $6,730-86.5% | $11,403-92.0% |