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 | $84,976 | $106,515-20.2% | $96,683-12.1% | $139,434-39.1% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 15.16% | 38.43%-23.3pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,409 | $4,103-16.9% | $3,737-8.8% | $4,751-28.2% |
| Participant deferral / active EE | $6,874 | $5,454+26.0% | $4,878+40.9% | $6,710+2.4% |
| Admin fee / account holder | $7,231 | $7,877-8.2% | $6,730+7.5% | $11,403-36.6% |