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 | $104,861 | $116,175-9.7% | $93,606+12.0% | $152,861-31.4% |
| Participation rate | 71.4% | 78.0%-6.6pp | 75.8%-4.4pp | 82.4%-11.0pp |
| Annual return | 20.25% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,610 | $3,218-50.0% | $2,718-40.8% | $4,762-66.2% |
| Participant deferral / active EE | $3,374 | $4,603-26.7% | $4,069-17.1% | $5,850-42.3% |
| Admin fee / account holder | $528 | $10,748-95.1% | $7,888-93.3% | $11,596-95.4% |