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 | $110,841 | $118,427-6.4% | $66,042+67.8% | $142,382-22.2% |
| Participation rate | 71.4% | 68.1%+3.3pp | 67.5%+3.9pp | 80.1%-8.7pp |
| Annual return | 19.60% | 35.57%-16.0pp | 52.11%-32.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,499 | $2,570-2.7% | $1,579+58.3% | $4,299-41.9% |
| Participant deferral / active EE | $6,901 | $4,311+60.1% | $2,835+143.4% | $6,507+6.0% |
| Admin fee / account holder | $2,092 | $9,593-78.2% | $5,747-63.6% | $12,624-83.4% |