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 | $103,576 | $98,750+4.9% | $149,696-30.8% | $79,858+29.7% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 18.38% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,601 | $3,216-50.2% | $4,644-65.5% | $2,471-35.2% |
| Participant deferral / active EE | $3,805 | $5,680-33.0% | $6,842-44.4% | $3,740+1.7% |
| Admin fee / account holder | $1,357 | $6,053-77.6% | $9,309-85.4% | $5,306-74.4% |