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 | $111,179 | $124,425-10.6% | $112,040-0.8% | $137,256-19.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 13.28% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,362 | $3,411-60.1% | $2,954-53.9% | $4,156-67.2% |
| Participant deferral / active EE | $6,628 | $5,718+15.9% | $5,098+30.0% | $6,407+3.5% |
| Admin fee / account holder | $11,668 | $15,207-23.3% | $12,098-3.6% | $12,270-4.9% |