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 | $165,399 | $176,812-6.5% | $146,665+12.8% | $167,490-1.2% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 13.07% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,390 | $5,160-34.3% | $4,136-18.0% | $4,837-29.9% |
| Participant deferral / active EE | $4,977 | $6,440-22.7% | $5,506-9.6% | $6,341-21.5% |
| Admin fee / account holder | $61,374 | $13,259+362.9% | $10,280+497.1% | $12,309+398.6% |