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 | $96,931 | $103,376-6.2% | $87,100+11.3% | $152,861-36.6% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 17.96% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,396 | $3,220-56.7% | $2,521-44.7% | $4,762-70.7% |
| Participant deferral / active EE | $2,935 | $4,778-38.6% | $4,049-27.5% | $5,850-49.8% |
| Admin fee / account holder | $14,511 | $12,205+18.9% | $7,497+93.6% | $11,596+25.1% |