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 | $104,714 | $113,339-7.6% | $94,993+10.2% | $147,584-29.0% |
| Participation rate | 72.2% | 78.0%-5.8pp | 73.9%-1.7pp | 82.8%-10.6pp |
| Annual return | 10.66% | 20.77%-10.1pp | 27.12%-16.5pp | 578.55%-567.9pp |
| Employer contribution / active EE | $1,824 | $3,160-42.3% | $2,603-29.9% | $4,876-62.6% |
| Participant deferral / active EE | $3,745 | $3,777-0.9% | $3,317+12.9% | $5,439-31.1% |
| Admin fee / account holder | $2,194 | $6,063-63.8% | $4,960-55.8% | $10,885-79.8% |