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 | $99,621 | $124,319-19.9% | $111,297-10.5% | $167,490-40.5% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 15.71% | 37.44%-21.7pp | 54.65%-38.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,952 | $3,435-43.2% | $2,731-28.5% | $4,837-59.7% |
| Participant deferral / active EE | $4,938 | $5,180-4.7% | $4,487+10.0% | $6,341-22.1% |
| Admin fee / account holder | $3,264 | $10,618-69.3% | $7,964-59.0% | $12,309-73.5% |