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 | $95,832 | $105,859-9.5% | $90,160+6.3% | $147,584-35.1% |
| Participation rate | 78.3% | 79.7%-1.5pp | 76.9%+1.4pp | 82.8%-4.6pp |
| Annual return | 17.03% | 37.63%-20.6pp | 34.88%-17.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $2,208 | $4,126-46.5% | $3,318-33.5% | $4,876-54.7% |
| Participant deferral / active EE | $3,649 | $5,733-36.4% | $5,288-31.0% | $5,439-32.9% |
| Admin fee / account holder | $1,263 | $8,046-84.3% | $5,943-78.7% | $10,885-88.4% |