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 | $104,687 | $111,754-6.3% | $103,333+1.3% | $145,922-28.3% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.73% | 24.77%-11.0pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,803 | $4,212-9.7% | $3,868-1.7% | $4,660-18.4% |
| Participant deferral / active EE | $10,309 | $5,619+83.5% | $5,057+103.8% | $6,688+54.1% |
| Admin fee / account holder | $11,568 | $9,750+18.6% | $8,355+38.5% | $13,397-13.6% |