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 | $120,197 | $106,584+12.8% | $101,326+18.6% | $142,382-15.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 16.32% | 36.93%-20.6pp | 36.82%-20.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $608 | $3,956-84.6% | $3,665-83.4% | $4,299-85.9% |
| Participant deferral / active EE | $2,808 | $8,297-66.2% | $7,994-64.9% | $6,507-56.9% |
| Admin fee / account holder | $5,645 | $11,446-50.7% | $11,185-49.5% | $12,624-55.3% |