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 | $107,465 | $109,413-1.8% | $156,263-31.2% | $84,808+26.7% |
| Participation rate | 96.7% | 72.7%+24.0pp | 78.9%+17.8pp | 68.3%+28.4pp |
| Annual return | 12.79% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,585 | $2,907-11.1% | $4,333-40.3% | $2,631-1.7% |
| Participant deferral / active EE | $7,353 | $4,590+60.2% | $6,158+19.4% | $4,212+74.6% |
| Admin fee / account holder | $541 | $9,357-94.2% | $14,255-96.2% | $7,344-92.6% |