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 | $109,368 | $116,175-5.9% | $93,606+16.8% | $152,861-28.5% |
| Participation rate | 73.3% | 78.0%-4.7pp | 75.8%-2.5pp | 82.4%-9.1pp |
| Annual return | 20.35% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,963 | $3,218-7.9% | $2,718+9.0% | $4,762-37.8% |
| Participant deferral / active EE | $4,653 | $4,603+1.1% | $4,069+14.4% | $5,850-20.5% |
| Admin fee / account holder | $11,419 | $10,748+6.2% | $7,888+44.8% | $11,596-1.5% |