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 3-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 | $104,587 | $100,970+3.6% | $96,576+8.3% | $137,256-23.8% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 14.61% | 38.16%-23.5pp | 38.47%-23.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,541 | $3,809-33.3% | $3,553-28.5% | $4,156-38.9% |
| Participant deferral / active EE | $7,087 | $8,286-14.5% | $7,956-10.9% | $6,407+10.6% |
| Admin fee / account holder | $21,563 | $11,312+90.6% | $11,381+89.5% | $12,270+75.7% |