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 | $117,473 | $115,882+1.4% | $100,516+16.9% | $158,922-26.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.41% | 34.79%-22.4pp | 30.89%-18.5pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,407 | $4,103-17.0% | $3,418-0.3% | $4,761-28.4% |
| Participant deferral / active EE | $2,404 | $6,674-64.0% | $6,270-61.7% | $5,982-59.8% |
| Admin fee / account holder | $7,027 | $10,995-36.1% | $8,081-13.0% | $11,246-37.5% |