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 | $106,410 | $110,257-3.5% | $96,544+10.2% | $139,434-23.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 12.78% | 26.32%-13.5pp | 25.84%-13.1pp | 372.94%-360.2pp |
| Employer contribution / active EE | $3,619 | $3,6200% | $2,965+22.0% | $4,751-23.8% |
| Participant deferral / active EE | $11,626 | $5,548+109.6% | $4,851+139.7% | $6,710+73.3% |
| Admin fee / account holder | $17,861 | $11,591+54.1% | $8,252+116.4% | $11,403+56.6% |