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 | $90,371 | $104,251-13.3% | $91,001-0.7% | $147,584-38.8% |
| Participation rate | 72.7% | 78.2%-5.5pp | 75.6%-2.9pp | 82.8%-10.1pp |
| Annual return | 16.34% | 27.06%-10.7pp | 4.60%+11.7pp | 578.55%-562.2pp |
| Employer contribution / active EE | $2,937 | $3,116-5.7% | $2,456+19.6% | $4,876-39.8% |
| Participant deferral / active EE | $5,911 | $4,195+40.9% | $3,547+66.6% | $5,439+8.7% |
| Admin fee / account holder | $938 | $8,948-89.5% | $5,417-82.7% | $10,885-91.4% |