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 | $117,573 | $124,425-5.5% | $112,040+4.9% | $137,256-14.3% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 17.66% | 24.72%-7.1pp | 24.52%-6.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,311 | $3,411-32.3% | $2,954-21.8% | $4,156-44.4% |
| Participant deferral / active EE | $6,132 | $5,718+7.2% | $5,098+20.3% | $6,407-4.3% |
| Admin fee / account holder | $4,760 | $15,207-68.7% | $12,098-60.7% | $12,270-61.2% |