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 | $122,055 | $102,828+18.7% | $105,387+15.8% | $152,861-20.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.6%+0.8pp | 82.4%+0.9pp |
| Annual return | 18.73% | 20.85%-2.1pp | 26.82%-8.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $4,333 | $4,473-3.1% | $4,213+2.8% | $4,762-9.0% |
| Participant deferral / active EE | $5,462 | $5,465-0.1% | $5,502-0.7% | $5,850-6.6% |
| Admin fee / account holder | $1,014 | $8,683-88.3% | $6,559-84.5% | $11,596-91.3% |