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 | $102,940 | $106,584-3.4% | $101,326+1.6% | $142,382-27.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 81.5%+10.8pp | 80.1%+12.2pp |
| Annual return | 13.93% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $7,518 | $3,956+90.1% | $3,665+105.1% | $4,299+74.9% |
| Participant deferral / active EE | $7,711 | $8,297-7.1% | $7,994-3.5% | $6,507+18.5% |
| Admin fee / account holder | $8,077 | $11,446-29.4% | $11,185-27.8% | $12,624-36.0% |