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 | $106,156 | $109,881-3.4% | $150,045-29.3% | $84,808+25.2% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 17.14% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,206 | $6,636-6.5% | $7,997-22.4% | $4,212+47.4% |
| Admin fee / account holder | $9,932 | $8,568+15.9% | $13,435-26.1% | $7,344+35.2% |