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 | $90,785 | $127,065-28.6% | $113,168-19.8% | $142,382-36.2% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 13.82% | 24.03%-10.2pp | 24.27%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,649 | $3,442-52.1% | $2,975-44.6% | $4,299-61.6% |
| Participant deferral / active EE | $6,034 | $5,716+5.6% | $5,107+18.2% | $6,507-7.3% |
| Admin fee / account holder | $404 | $15,736-97.4% | $12,068-96.7% | $12,624-96.8% |