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 | $102,407 | $98,240+4.2% | $82,313+24.4% | $147,584-30.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 16.89% | 30.85%-14.0pp | 25.88%-9.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $2,306 | $3,192-27.7% | $2,428-5.0% | $4,876-52.7% |
| Participant deferral / active EE | $6,073 | $4,383+38.5% | $3,706+63.9% | $5,439+11.7% |
| Admin fee / account holder | $6,766 | $8,563-21.0% | $5,608+20.7% | $10,885-37.8% |