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 5-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 | $110,996 | $106,584+4.1% | $101,326+9.5% | $142,382-22.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 19.27% | 36.93%-17.7pp | 36.82%-17.5pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,184 | $3,956-19.5% | $3,665-13.1% | $4,299-25.9% |
| Participant deferral / active EE | $15,346 | $8,297+85.0% | $7,994+92.0% | $6,507+135.8% |
| Admin fee / account holder | $17,910 | $11,446+56.5% | $11,185+60.1% | $12,624+41.9% |