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 | $108,229 | $117,841-8.2% | $102,423+5.7% | $145,922-25.8% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 13.13% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,303 | $3,615-36.3% | $3,023-23.8% | $4,660-50.6% |
| Participant deferral / active EE | $3,776 | $5,731-34.1% | $5,053-25.3% | $6,688-43.5% |
| Admin fee / account holder | $1,800 | $13,326-86.5% | $9,451-81.0% | $13,397-86.6% |