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 | $122,366 | $124,281-1.5% | $109,143+12.1% | $167,490-26.9% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 12.64% | 26.04%-13.4pp | 25.75%-13.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,821 | $4,207-56.7% | $3,722-51.1% | $4,837-62.4% |
| Participant deferral / active EE | $5,163 | $5,255-1.7% | $4,653+11.0% | $6,341-18.6% |
| Admin fee / account holder | $1,322 | $7,970-83.4% | $6,752-80.4% | $12,309-89.3% |