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 | $104,574 | $118,450-11.7% | $98,439+6.2% | $139,434-25.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 18.94%-4.4pp | 21.16%-6.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $954 | $3,609-73.6% | $3,048-68.7% | $4,751-79.9% |
| Participant deferral / active EE | $5,584 | $5,392+3.6% | $4,738+17.9% | $6,710-16.8% |
| Admin fee / account holder | $13,659 | $14,026-2.6% | $8,948+52.7% | $11,403+19.8% |