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 | $104,882 | $127,065-17.5% | $113,168-7.3% | $142,382-26.3% |
| Participation rate | 95.0% | 79.2%+15.8pp | 76.6%+18.4pp | 80.1%+14.9pp |
| Annual return | 13.56% | 24.03%-10.5pp | 24.27%-10.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,737 | $3,442-49.5% | $2,975-41.6% | $4,299-59.6% |
| Participant deferral / active EE | $2,698 | $5,716-52.8% | $5,107-47.2% | $6,507-58.5% |
| Admin fee / account holder | $1,069 | $15,736-93.2% | $12,068-91.1% | $12,624-91.5% |