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 | $121,622 | $161,352-24.6% | $134,172-9.4% | $137,256-11.4% |
| Participation rate | 92.9% | 78.3%+14.6pp | 72.5%+20.4pp | 80.0%+12.9pp |
| Annual return | 11.74% | 28.72%-17.0pp | 25.30%-13.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $4,754 | $4,099+16.0% | $3,420+39.0% | $4,156+14.4% |
| Participant deferral / active EE | $5,824 | $5,552+4.9% | $4,690+24.2% | $6,407-9.1% |
| Admin fee / account holder | $3,801 | $15,028-74.7% | $12,016-68.4% | $12,270-69.0% |