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 | $107,545 | $109,413-1.7% | $156,263-31.2% | $84,808+26.8% |
| Participation rate | 94.6% | 72.7%+21.9pp | 78.9%+15.7pp | 68.3%+26.3pp |
| Annual return | 12.73% | 20.18%-7.5pp | 59.47%-46.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $2,496 | $2,907-14.2% | $4,333-42.4% | $2,631-5.1% |
| Participant deferral / active EE | $3,862 | $4,590-15.9% | $6,158-37.3% | $4,212-8.3% |
| Admin fee / account holder | $813 | $9,357-91.3% | $14,255-94.3% | $7,344-88.9% |