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 | $112,797 | $105,860+6.6% | $90,749+24.3% | $134,475-16.1% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | 1.69% | -11.01%+12.7pp | -12.16%+13.9pp | 417.96%-416.3pp |
| Employer contribution / active EE | $2,377 | $3,462-31.3% | $2,921-18.6% | $4,740-49.8% |
| Participant deferral / active EE | $5,336 | $5,216+2.3% | $4,564+16.9% | $6,400-16.6% |
| Admin fee / account holder | $1,322 | $13,938-90.5% | $8,445-84.3% | $11,426-88.4% |