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 | $110,497 | $117,983-6.3% | $101,794+8.5% | $142,382-22.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.2%+15.4pp | 80.1%+4.5pp |
| Annual return | 11.57% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,116 | $2,773-23.7% | $2,289-7.5% | $4,299-50.8% |
| Participant deferral / active EE | $3,940 | $4,714-16.4% | $4,084-3.5% | $6,507-39.5% |
| Admin fee / account holder | $2,770 | $10,433-73.5% | $8,777-68.4% | $12,624-78.1% |