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 | $113,929 | $124,319-8.4% | $111,297+2.4% | $167,490-32.0% |
| Participation rate | 91.7% | 79.6%+12.1pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 31.68% | 37.44%-5.8pp | 54.65%-23.0pp | 478.56%-446.9pp |
| Employer contribution / active EE | $3,804 | $3,435+10.7% | $2,731+39.3% | $4,837-21.4% |
| Participant deferral / active EE | $10,321 | $5,180+99.2% | $4,487+130.0% | $6,341+62.8% |
| Admin fee / account holder | $5,267 | $10,618-50.4% | $7,964-33.9% | $12,309-57.2% |