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 | $108,737 | $110,257-1.4% | $96,544+12.6% | $139,434-22.0% |
| Participation rate | 95.2% | 78.1%+17.1pp | 76.0%+19.3pp | 80.3%+14.9pp |
| Annual return | 12.02% | 26.32%-14.3pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $3,769 | $3,620+4.1% | $2,965+27.1% | $4,751-20.7% |
| Participant deferral / active EE | $4,075 | $5,548-26.5% | $4,851-16.0% | $6,710-39.3% |
| Admin fee / account holder | $683 | $11,591-94.1% | $8,252-91.7% | $11,403-94.0% |