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 | $117,331 | $103,376+13.5% | $87,100+34.7% | $152,861-23.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 21.29% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,448 | $3,220-24.0% | $2,521-2.9% | $4,762-48.6% |
| Participant deferral / active EE | $4,831 | $4,778+1.1% | $4,049+19.3% | $5,850-17.4% |
| Admin fee / account holder | $21,210 | $12,205+73.8% | $7,497+182.9% | $11,596+82.9% |