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 | $91,379 | $111,754-18.2% | $103,333-11.6% | $145,922-37.4% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 11.57% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,176 | $4,212-48.3% | $3,868-43.7% | $4,660-53.3% |
| Participant deferral / active EE | $5,228 | $5,619-7.0% | $5,057+3.4% | $6,688-21.8% |
| Admin fee / account holder | $1,747 | $9,750-82.1% | $8,355-79.1% | $13,397-87.0% |