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 | $122,629 | $106,584+15.1% | $101,326+21.0% | $142,382-13.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 28.94% | 36.93%-8.0pp | 36.82%-7.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $3,660 | $3,956-7.5% | $3,665-0.1% | $4,299-14.9% |
| Participant deferral / active EE | $9,882 | $8,297+19.1% | $7,994+23.6% | $6,507+51.9% |
| Admin fee / account holder | $1,603 | $11,446-86.0% | $11,185-85.7% | $12,624-87.3% |