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 | $99,538 | $111,754-10.9% | $103,333-3.7% | $145,922-31.8% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 13.92% | 24.77%-10.8pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,231 | $4,212-23.3% | $3,868-16.5% | $4,660-30.7% |
| Participant deferral / active EE | $8,916 | $5,619+58.7% | $5,057+76.3% | $6,688+33.3% |
| Admin fee / account holder | $367 | $9,750-96.2% | $8,355-95.6% | $13,397-97.3% |