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 | $122,778 | $93,571+31.2% | $135,903-9.7% | $75,163+63.3% |
| Participation rate | 78.7% | 75.2%+3.5pp | 81.9%-3.2pp | 67.2%+11.5pp |
| Annual return | 17.28% | 30.90%-13.6pp | 68.23%-51.0pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,605 | $3,537-26.3% | $4,856-46.4% | $2,670-2.4% |
| Participant deferral / active EE | $6,300 | $6,404-1.6% | $7,758-18.8% | $4,125+52.7% |
| Admin fee / account holder | $24,615 | $6,975+252.9% | $10,762+128.7% | $5,651+335.6% |