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 | $117,791 | $124,281-5.2% | $109,143+7.9% | $167,490-29.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 9.86% | 26.04%-16.2pp | 25.75%-15.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $6,148 | $4,207+46.1% | $3,722+65.2% | $4,837+27.1% |
| Participant deferral / active EE | $18,489 | $5,255+251.8% | $4,653+297.3% | $6,341+191.6% |
| Admin fee / account holder | $1,638 | $7,970-79.5% | $6,752-75.7% | $12,309-86.7% |