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 | $92,028 | $112,729-18.4% | $98,716-6.8% | $137,256-33.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 16.07% | 38.48%-22.4pp | 31.81%-15.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,373 | $2,725+23.8% | $2,279+48.0% | $4,156-18.8% |
| Participant deferral / active EE | $10,203 | $4,640+119.9% | $4,048+152.1% | $6,407+59.2% |
| Admin fee / account holder | $420 | $10,129-95.8% | $8,703-95.2% | $12,270-96.6% |