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 | $131,206 | $107,015+22.6% | $73,545+78.4% | $147,584-11.1% |
| Participation rate | 87.5% | 66.4%+21.1pp | 54.9%+32.6pp | 82.8%+4.7pp |
| Annual return | 15.82% | 38.25%-22.4pp | -15.16%+31.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,142 | $1,760-35.1% | $1,219-6.3% | $4,876-76.6% |
| Participant deferral / active EE | $3,188 | $2,462+29.5% | $1,806+76.5% | $5,439-41.4% |
| Admin fee / account holder | $1,443 | $3,055-52.8% | $2,320-37.8% | $10,885-86.7% |