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 | $102,139 | $116,175-12.1% | $93,606+9.1% | $152,861-33.2% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 18.20% | 35.96%-17.8pp | 32.76%-14.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,873 | $3,218+20.3% | $2,718+42.5% | $4,762-18.7% |
| Participant deferral / active EE | $10,274 | $4,603+123.2% | $4,069+152.5% | $5,850+75.6% |
| Admin fee / account holder | $1,900 | $10,748-82.3% | $7,888-75.9% | $11,596-83.6% |