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 | $100,695 | $124,425-19.1% | $112,040-10.1% | $137,256-26.6% |
| Participation rate | 84.2% | 79.3%+4.9pp | 76.5%+7.7pp | 80.0%+4.3pp |
| Annual return | 18.67% | 24.72%-6.1pp | 24.52%-5.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,830 | $3,411-17.0% | $2,954-4.2% | $4,156-31.9% |
| Participant deferral / active EE | $7,579 | $5,718+32.5% | $5,098+48.7% | $6,407+18.3% |
| Admin fee / account holder | $1,659 | $15,207-89.1% | $12,098-86.3% | $12,270-86.5% |