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 | $100,815 | $110,257-8.6% | $96,544+4.4% | $139,434-27.7% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 13.73% | 26.32%-12.6pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $4,616 | $3,620+27.5% | $2,965+55.7% | $4,751-2.8% |
| Participant deferral / active EE | $10,971 | $5,548+97.7% | $4,851+126.2% | $6,710+63.5% |
| Admin fee / account holder | $2,778 | $11,591-76.0% | $8,252-66.3% | $11,403-75.6% |