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 | $92,448 | $106,584-13.3% | $101,326-8.8% | $142,382-35.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 81.5%+9.8pp | 80.1%+11.2pp |
| Annual return | 14.76% | 36.93%-22.2pp | 36.82%-22.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,144 | $3,956-20.5% | $3,665-14.2% | $4,299-26.9% |
| Participant deferral / active EE | $7,238 | $8,297-12.8% | $7,994-9.5% | $6,507+11.2% |
| Admin fee / account holder | $3,170 | $11,446-72.3% | $11,185-71.7% | $12,624-74.9% |