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 6-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 | $115,865 | $124,281-6.8% | $109,143+6.2% | $167,490-30.8% |
| Participation rate | 95.2% | 79.4%+15.8pp | 75.9%+19.4pp | 82.1%+13.1pp |
| Annual return | 15.48% | 26.04%-10.6pp | 25.75%-10.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $3,923 | $4,207-6.8% | $3,722+5.4% | $4,837-18.9% |
| Participant deferral / active EE | $10,345 | $5,255+96.9% | $4,653+122.3% | $6,341+63.1% |
| Admin fee / account holder | $34,318 | $7,970+330.6% | $6,752+408.3% | $12,309+178.8% |