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 | $105,698 | $105,181+0.5% | $159,436-33.7% | $85,850+23.1% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.6pp |
| Annual return | 18.03% | 45.07%-27.0pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $3,974 | $3,318+19.8% | $4,829-17.7% | $2,565+54.9% |
| Participant deferral / active EE | $4,557 | $5,945-23.3% | $7,352-38.0% | $3,952+15.3% |
| Admin fee / account holder | $4,845 | $6,933-30.1% | $10,799-55.1% | $6,260-22.6% |