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 | $98,013 | $106,515-8.0% | $96,683+1.4% | $139,434-29.7% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 19.02% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $4,926 | $4,103+20.1% | $3,737+31.8% | $4,751+3.7% |
| Participant deferral / active EE | $14,727 | $5,454+170.0% | $4,878+201.9% | $6,710+119.5% |
| Admin fee / account holder | $301 | $7,877-96.2% | $6,730-95.5% | $11,403-97.4% |