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 | $88,664 | $98,240-9.7% | $82,313+7.7% | $147,584-39.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 18.52% | 30.85%-12.3pp | 25.88%-7.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,743 | $3,192+17.3% | $2,428+54.1% | $4,876-23.2% |
| Participant deferral / active EE | $5,777 | $4,383+31.8% | $3,706+55.9% | $5,439+6.2% |
| Admin fee / account holder | $3,331 | $8,563-61.1% | $5,608-40.6% | $10,885-69.4% |