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 | $122,832 | $104,251+17.8% | $91,001+35.0% | $147,584-16.8% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.6%+14.9pp | 82.8%+7.6pp |
| Annual return | 16.23% | 27.06%-10.8pp | 4.60%+11.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,489 | $3,116-52.2% | $2,456-39.4% | $4,876-69.5% |
| Participant deferral / active EE | $3,837 | $4,195-8.5% | $3,547+8.2% | $5,439-29.5% |
| Admin fee / account holder | $2,805 | $8,948-68.7% | $5,417-48.2% | $10,885-74.2% |