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 | $95,743 | $105,931-9.6% | $81,930+16.9% | $158,922-39.8% |
| Participation rate | 89.5% | 75.6%+13.9pp | 72.0%+17.5pp | 82.0%+7.5pp |
| Annual return | 11.19% | 38.17%-27.0pp | 29.49%-18.3pp | 302.83%-291.6pp |
| Employer contribution / active EE | $4,779 | $7,800-38.7% | $4,310+10.9% | $4,761+0.4% |
| Participant deferral / active EE | $2,439 | $13,003-81.2% | $7,107-65.7% | $5,982-59.2% |
| Admin fee / account holder | $3,487 | $8,489-58.9% | $5,158-32.4% | $11,246-69.0% |