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 | $122,825 | $118,450+3.7% | $98,439+24.8% | $139,434-11.9% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 19.56% | 18.94%+0.6pp | 21.16%-1.6pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,858 | $3,609-48.5% | $3,048-39.1% | $4,751-60.9% |
| Participant deferral / active EE | $6,266 | $5,392+16.2% | $4,738+32.2% | $6,710-6.6% |
| Admin fee / account holder | $421 | $14,026-97.0% | $8,948-95.3% | $11,403-96.3% |