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 | $115,787 | $99,985+15.8% | $146,665-21.1% | $85,850+34.9% |
| Participation rate | 83.3% | 73.1%+10.3pp | 80.1%+3.3pp | 69.3%+14.0pp |
| Annual return | 11.84% | 18.93%-7.1pp | 22.74%-10.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $2,391 | $2,559-6.6% | $4,136-42.2% | $2,565-6.8% |
| Participant deferral / active EE | $5,018 | $4,006+25.3% | $5,506-8.9% | $3,952+27.0% |
| Admin fee / account holder | $7,075 | $7,702-8.1% | $10,280-31.2% | $6,260+13.0% |