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 | $100,862 | $100,970-0.1% | $96,576+4.4% | $137,256-26.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 16.40% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,643 | $3,809-30.6% | $3,553-25.6% | $4,156-36.4% |
| Participant deferral / active EE | $5,560 | $8,286-32.9% | $7,956-30.1% | $6,407-13.2% |
| Admin fee / account holder | $6,398 | $11,312-43.4% | $11,381-43.8% | $12,270-47.9% |