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 | $116,935 | $124,281-5.9% | $109,143+7.1% | $167,490-30.2% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 11.09% | 26.04%-14.9pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $5,766 | $4,207+37.0% | $3,722+54.9% | $4,837+19.2% |
| Participant deferral / active EE | $5,929 | $5,255+12.8% | $4,653+27.4% | $6,341-6.5% |
| Admin fee / account holder | $578 | $7,970-92.8% | $6,752-91.4% | $12,309-95.3% |