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 | $82,325 | $77,419+6.3% | $69,455+18.5% | $152,861-46.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.4%+8.5pp |
| Annual return | 23.83% | 39.06%-15.2pp | 28.97%-5.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $5,331 | $3,315+60.8% | $2,779+91.8% | $4,762+11.9% |
| Participant deferral / active EE | $10,655 | $4,414+141.4% | $3,535+201.4% | $5,850+82.1% |
| Admin fee / account holder | $1,223 | $6,207-80.3% | $3,839-68.1% | $11,596-89.5% |