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 | $117,333 | $73,933+58.7% | $96,683+21.4% | $75,163+56.1% |
| Participation rate | 90.9% | 66.4%+24.5pp | 74.3%+16.6pp | 67.2%+23.7pp |
| Annual return | 22.25% | 26.70%-4.5pp | 35.69%-13.4pp | 160.62%-138.4pp |
| Employer contribution / active EE | $2,442 | $2,928-16.6% | $3,737-34.6% | $2,670-8.5% |
| Participant deferral / active EE | $3,239 | $3,659-11.5% | $4,878-33.6% | $4,125-21.5% |
| Admin fee / account holder | $2,119 | $5,216-59.4% | $6,730-68.5% | $5,651-62.5% |