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 | $105,694 | $86,286+22.5% | $111,297-5.0% | $85,850+23.1% |
| Participation rate | 76.3% | 73.3%+3.0pp | 77.3%-1.0pp | 69.3%+7.0pp |
| Annual return | 13.28% | 19.99%-6.7pp | 54.65%-41.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,131 | $2,043-44.6% | $2,731-58.6% | $2,565-55.9% |
| Participant deferral / active EE | $1,753 | $3,641-51.8% | $4,487-60.9% | $3,952-55.6% |
| Admin fee / account holder | $17,846 | $8,188+118.0% | $7,964+124.1% | $6,260+185.1% |