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 | $117,730 | $127,065-7.3% | $113,168+4.0% | $142,382-17.3% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 11.23% | 24.03%-12.8pp | 24.27%-13.0pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,806 | $3,442-47.5% | $2,975-39.3% | $4,299-58.0% |
| Participant deferral / active EE | $3,799 | $5,716-33.5% | $5,107-25.6% | $6,507-41.6% |
| Admin fee / account holder | $2,827 | $15,736-82.0% | $12,068-76.6% | $12,624-77.6% |