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 7-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 | $111,584 | $124,425-10.3% | $112,040-0.4% | $137,256-18.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 18.76% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,151 | $3,411-7.6% | $2,954+6.7% | $4,156-24.2% |
| Participant deferral / active EE | $10,980 | $5,718+92.0% | $5,098+115.4% | $6,407+71.4% |
| Admin fee / account holder | $1,559 | $15,207-89.7% | $12,098-87.1% | $12,270-87.3% |