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 | $111,252 | $127,065-12.4% | $113,168-1.7% | $142,382-21.9% |
| Participation rate | 91.7% | 79.2%+12.5pp | 76.6%+15.1pp | 80.1%+11.5pp |
| Annual return | 13.05% | 24.03%-11.0pp | 24.27%-11.2pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,742 | $3,442-20.3% | $2,975-7.8% | $4,299-36.2% |
| Participant deferral / active EE | $10,916 | $5,716+91.0% | $5,107+113.8% | $6,507+67.8% |
| Admin fee / account holder | $4,549 | $15,736-71.1% | $12,068-62.3% | $12,624-64.0% |