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 9-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 | $114,212 | $106,584+7.2% | $101,326+12.7% | $142,382-19.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 81.5%-11.5pp | 80.1%-10.1pp |
| Annual return | 21.01% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,047 | $3,956-48.3% | $3,665-44.2% | $4,299-52.4% |
| Participant deferral / active EE | $18,390 | $8,297+121.6% | $7,994+130.1% | $6,507+182.6% |
| Admin fee / account holder | $1,060 | $11,446-90.7% | $11,185-90.5% | $12,624-91.6% |