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 | $95,112 | $106,515-10.7% | $96,683-1.6% | $139,434-31.8% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 13.60% | 38.43%-24.8pp | 35.69%-22.1pp | 372.94%-359.3pp |
| Employer contribution / active EE | $5,336 | $4,103+30.1% | $3,737+42.8% | $4,751+12.3% |
| Participant deferral / active EE | $5,499 | $5,454+0.8% | $4,878+12.7% | $6,710-18.1% |
| Admin fee / account holder | $2,157 | $7,877-72.6% | $6,730-67.9% | $11,403-81.1% |