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 | $101,556 | $111,814-9.2% | $103,374-1.8% | $145,959-30.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 11.40% | 24.77%-13.4pp | 24.89%-13.5pp | 561.95%-550.5pp |
| Employer contribution / active EE | $4,073 | $4,214-3.3% | $3,869+5.3% | $4,661-12.6% |
| Participant deferral / active EE | $2,864 | $5,618-49.0% | $5,058-43.4% | $6,689-57.2% |
| Admin fee / account holder | $7,627 | $9,754-21.8% | $8,394-9.1% | $13,398-43.1% |