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 | $83,868 | $112,881-25.7% | $90,951-7.8% | $158,922-47.2% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 11.42% | 215.79%-204.4pp | 134.60%-123.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,161 | $2,893-25.3% | $2,122+1.8% | $4,761-54.6% |
| Participant deferral / active EE | $5,919 | $4,128+43.4% | $3,373+75.5% | $5,982-1.1% |
| Admin fee / account holder | $367 | $8,041-95.4% | $5,959-93.8% | $11,246-96.7% |