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 | $114,759 | $124,425-7.8% | $112,040+2.4% | $137,256-16.4% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 15.51% | 24.72%-9.2pp | 24.52%-9.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,310 | $3,411-3.0% | $2,954+12.0% | $4,156-20.4% |
| Participant deferral / active EE | $10,091 | $5,718+76.5% | $5,098+97.9% | $6,407+57.5% |
| Admin fee / account holder | $17,583 | $15,207+15.6% | $12,098+45.3% | $12,270+43.3% |