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 | $111,869 | $98,240+13.9% | $82,313+35.9% | $147,584-24.2% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 15.49% | 30.85%-15.4pp | 25.88%-10.4pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,817 | $3,192-43.1% | $2,428-25.2% | $4,876-62.7% |
| Participant deferral / active EE | $7,346 | $4,383+67.6% | $3,706+98.2% | $5,439+35.1% |
| Admin fee / account holder | $467 | $8,563-94.5% | $5,608-91.7% | $10,885-95.7% |