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 | $117,548 | $124,319-5.4% | $111,297+5.6% | $167,490-29.8% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 12.57% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,371 | $3,435-60.1% | $2,731-49.8% | $4,837-71.7% |
| Participant deferral / active EE | $3,448 | $5,180-33.4% | $4,487-23.2% | $6,341-45.6% |
| Admin fee / account holder | $980 | $10,618-90.8% | $7,964-87.7% | $12,309-92.0% |