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 | $108,688 | $108,825-0.1% | $156,181-30.4% | $82,448+31.8% |
| Participation rate | 88.5% | 72.4%+16.1pp | 78.8%+9.6pp | 68.1%+20.4pp |
| Annual return | 16.00% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,009 | $2,870+4.8% | $4,294-29.9% | $2,551+17.9% |
| Participant deferral / active EE | $3,519 | $4,577-23.1% | $6,132-42.6% | $4,139-15.0% |
| Admin fee / account holder | $20,685 | $9,341+121.5% | $14,586+41.8% | $7,234+185.9% |