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 | $114,540 | $101,069+13.3% | $81,478+40.6% | $147,584-22.4% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 13.44% | 32.40%-19.0pp | 38.78%-25.3pp | 578.55%-565.1pp |
| Employer contribution / active EE | $374 | $3,205-88.3% | $2,568-85.4% | $4,876-92.3% |
| Participant deferral / active EE | $4,173 | $4,242-1.6% | $3,537+18.0% | $5,439-23.3% |
| Admin fee / account holder | $5,394 | $5,812-7.2% | $4,561+18.3% | $10,885-50.4% |