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 | $117,942 | $127,777-7.7% | $106,548+10.7% | $167,490-29.6% |
| Participation rate | 84.2% | 78.3%+5.9pp | 76.1%+8.1pp | 82.1%+2.1pp |
| Annual return | 12.89% | 33.87%-21.0pp | 26.80%-13.9pp | 478.56%-465.7pp |
| Employer contribution / active EE | $2,410 | $3,427-29.7% | $2,819-14.5% | $4,837-50.2% |
| Participant deferral / active EE | $3,288 | $5,087-35.4% | $4,398-25.2% | $6,341-48.2% |
| Admin fee / account holder | $7,061 | $11,228-37.1% | $7,407-4.7% | $12,309-42.6% |