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 | $92,594 | $112,729-17.9% | $98,716-6.2% | $137,256-32.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 19.12% | 38.48%-19.4pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,620 | $2,725-3.9% | $2,279+15.0% | $4,156-37.0% |
| Participant deferral / active EE | $5,371 | $4,640+15.8% | $4,048+32.7% | $6,407-16.2% |
| Admin fee / account holder | $389 | $10,129-96.2% | $8,703-95.5% | $12,270-96.8% |