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 | $114,302 | $127,264-10.2% | $109,895+4.0% | $167,490-31.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 16.23% | 22.97%-6.7pp | 29.45%-13.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $640 | $3,322-80.7% | $2,842-77.5% | $4,837-86.8% |
| Participant deferral / active EE | $1,569 | $4,514-65.2% | $4,048-61.2% | $6,341-75.3% |
| Admin fee / account holder | $2,214 | $7,114-68.9% | $6,066-63.5% | $12,309-82.0% |